David Jenkins
Trestle Wealth Advisory · Duluth, Georgia
David Jenkins is a fee-only financial advisor at Trestle Wealth Advisory in Duluth, Georgia. Trestle Wealth Advisory reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Trestle Wealth Advisory |
|---|---|
| Based in | Duluth, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $33.1M across 199 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6456564 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.trestlewealth.com |
| Profile |
How David's firm compares
- Trestle Wealth Advisory's average account is about $166,000, from its Form ADV (assets managed divided by 199 accounts).
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Questions about David
Is David Jenkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Trestle Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Trestle Wealth Advisory, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David Jenkins based?
David Jenkins is based in Duluth, Georgia.
Is David Jenkins registered with the SEC?
Yes. David Jenkins is registered as an investment adviser representative in GA (CRD 6456564), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trestle Wealth Advisory manage?
Trestle Wealth Advisory reports $33.1M across 199 accounts in assets under management.
How do I contact David Jenkins?
Through David's website, www.trestlewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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