Wealth manager, independent · Pittsburgh, PA
Trebuchet Consulting, LLC
SEC-registered investment adviser · CRD 166645 · SEC 801-77644
At a glance
Trebuchet Consulting, LLC is an SEC-registered investment adviser based in Pittsburgh, Pennsylvania, with $1.1B in regulatory assets under management as of its Form ADV filed April 1, 2026. It reports 410 individual clients, 220 of them high-net-worth, holding an average of about $2.6 million each, and 7 employees. That ranks it 1017th among the nation’s 5,657 independent wealth management RIAs and 66th of 260 in Pennsylvania. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 412-388-0715trebuchetconsulting.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #1,017 of 5,657
- Rank among all SEC RIAs
- #5,138 of 17,210
- Rank in Pennsylvania
- #66 of 260
- Individual clients
- 410
- High-net-worth clients
- 220
- Accounts
- 1,026
- Discretionary
- 0% of AUM
- Employees
- 7
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- John P. KrolikowskiCco/managing Member
Custody and brokerage
Broker-dealer
No broker-dealer ties
Trebuchet Consulting, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 220 | $1.0B | 94% |
| Individuals | 190 | $55M | 5% |
| Corporations or other businesses | 4 | $12M | 1% |
Disciplinary disclosures
Trebuchet Consulting, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗trebuchetconsulting.com ↗
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The full record on Trebuchet Consulting, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,348 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Prudent Management AssociatesPhiladelphia | $1.2B | 210 |
| Dinuzzo Private Wealth, Inc.Beaver | $1.2B | 779 |
| Blue Bell Private Wealth Management, LLCBlue Bell | $1.1B | 804 |
| Concentus Wealth AdvisorsNewtown Square | $1.1B | 341 |
| Sterling Investment Advisors LTD.Berwyn | $1.1B | 436 |
| Clearview Financial PartnersRadnor | $1.1B | 627 |
Background
Questions
How much does Trebuchet Consulting, LLC manage?
Trebuchet Consulting, LLC reports $1.1B in regulatory assets under management across 1,026 accounts, 0% of it on a discretionary basis, on its Form ADV filed April 1, 2026.
How many clients does Trebuchet Consulting, LLC have?
It reports 410 individual clients: 220 high-net-worth individuals and 190 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Trebuchet Consulting, LLC headquartered?
Its main office is in Pittsburgh, Pennsylvania. It reports 1 office in total and 7 employees, 7 of whom perform investment advisory functions.
How does Trebuchet Consulting, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Trebuchet Consulting, LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed April 1, 2026, it reports these amounts held: Fidelity ($1.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Trebuchet Consulting, LLC a hybrid RIA with a broker-dealer?
Trebuchet Consulting, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Trebuchet Consulting, LLC a fiduciary?
As an SEC-registered investment adviser, Trebuchet Consulting, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Trebuchet Consulting, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →