# Jonathan Treussard

> Jonathan Treussard is a fee-only financial advisor at Treussard Capital Management in Newport Beach, California. Jonathan focuses on family wealth transfer. Treussard Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-treussard/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Treussard Capital Management
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $74.5M across 50 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7722479 (https://adviserinfo.sec.gov/individual/summary/7722479)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 65 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://wealth-empowered.beehiiv.com/

## Frequently asked questions

### Is Jonathan Treussard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Treussard Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Treussard Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jonathan Treussard based?

Jonathan Treussard is based in Newport Beach, California.

### What does Jonathan specialize in?

Jonathan's specialties include family wealth transfer. Jonathan works with multi-generational families.

### Is Jonathan Treussard registered with the SEC?

Yes. Jonathan Treussard is registered as an investment adviser representative in CA and NY (CRD 7722479), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Treussard Capital Management manage?

Treussard Capital Management reports $74.5M across 50 accounts in assets under management.

### How do I contact Jonathan Treussard?

Through Jonathan's website, wealth-empowered.beehiiv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7722479): 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
- The firm's website (https://wealth-empowered.beehiiv.com/): specialties, clients served, and fees, checked October 30, 2026

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