Huy Trieu
Key Focus Wealth · San Ramon, California
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.
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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 | $36.4M across 79 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4501087 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.keyfocuswelath.com |
How Huy's firm compares
- Key Focus Wealth's average account is about $461,000, from its Form ADV (assets managed divided by 79 accounts).
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Questions about Huy
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.
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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