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Trenton Maher

KWB Wealth

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About Trenton Maher

Trenton Maher is a Registered Representative and Investment Advisor Representative for KWB Wealth. Trenton is registered with the state of California. Trenton has been in the industry since 2024 and has Series 66. Trenton works in the Redlands, CA office of KWB Wealth.

Firm Information

Trenton Maher is currently registered with KWB Wealth. KWB Wealth is a registered investment advisor based in Redlands, CA. They provide financial planning, portfolio management for individuals and businesses, and educational seminars. The firm manages approximately $1 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. They are a team of nine investment advisor representatives who are dedicated to helping their clients achieve their financial goals.
KWB Wealth

1782 ORANGE TREE LANE

REDLANDS, CA 92374

$1.01B

Assets Under Management

94

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Trenton Maher’s Registration & Firm History

CA

11/13/2024 - Present

KWB Wealth (REDLANDS CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trenton Maher.
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