# Huy Trieu

> Huy Trieu is a fee-only financial advisor at Key Focus Wealth in San Ramon, California, who holds the CFP credential. Key Focus Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/huy-trieu/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Key Focus Wealth
- **Based in:** San Ramon, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $36.4M across 79 accounts
- **Credentials:** CFP
- **CRD:** 4501087 (https://adviserinfo.sec.gov/individual/summary/4501087)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2003)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.keyfocuswelath.com

## Frequently asked questions

### Is Huy Trieu a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Huy holds no broker registration, and Key Focus Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Huy charge for financial advice?

Huy's firm, Key Focus Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Huy Trieu based?

Huy Trieu is based in San Ramon, California.

### What credentials does Huy Trieu hold?

Huy Trieu holds the CFP credential.

### Is Huy Trieu registered with the SEC?

Yes. Huy Trieu is registered as an investment adviser representative in CA (CRD 4501087), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Key Focus Wealth manage?

Key Focus Wealth reports $36.4M across 79 accounts in assets under management.

### How do I contact Huy Trieu?

Through Huy's website, www.keyfocuswelath.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4501087): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.