Louis Barberini is a PFS-designated registered investment advisor at Tre Api Wealth Management, LLC, based in Sonoma, CA, with 10 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Sonoma, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Louis is an independent columnist writing about crime, corruption, tax, economy, and investor psychology on Substack since 2023. This activity takes about 10-20% of his time outside of trading hours.
Employment History
Current Registrations
Tre Api Wealth Management, LLC
Previous Registrations
Nich Capital Partners, LLC
State Registrations1 state
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