Form D Explorer

Trestle Financial, LLC

CIK 2023359 · Limited Liability Company · Inc. DELAWARE · SPRINGVILLE, UT · Pooled Investment Fund

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Filings

2

Total offered

$40M

Total sold

$1.9M

Activity

Jul 14, 2025
through Jul 20, 2026

Filings by year

2025

1

2026

1

Contact info

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Likely investment adviser (not guaranteed)

Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.

TREK FINANCIAL, LLC
medium CRD 801-58087
TRH FINANCIAL LLC
medium CRD 801-77205
CAPITAL FINANCIAL GROUP, INC.
medium CRD 801-60148
FINANCIAL PARTNERS GROUP, LLC
medium CRD 801-77574

Form D filings (2)

0002023359-26-000001
D · Jul 20, 2026 · Pooled Investment Fund

Offering: $20,000,000

Sold: $1,016,000
0002023359-25-000002
D · Jul 14, 2025 · Pooled Investment Fund

Offering: $20,000,000

Sold: $916,000