Huy Gia Trieu

Current Employers

Key Focus Wealth Llc

2603 Camino Ramon Suite 418, San Ramon, CA 94583 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-02-22

CA RA
APPROVED

Since 2021-02-22

Branch Locations

2603 Camino Ramon Suite 418, San Ramon, CA 94583 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Bellwether Capital Management Llc	San Ramon	CA	06/2014	02/2021
Key Focus Wealth Llc	San Ramon	CA	02/2021	Present
Key Focus Wealth Llc	San Ramon	CA	10/2020	Present

06/2014 → 02/2021

Bellwether Capital Management Llc

San Ramon, CA
02/2021 → Present

Key Focus Wealth Llc

San Ramon, CA
10/2020 → Present

Key Focus Wealth Llc

San Ramon, CA

Previous Registrations

2014-06-23 → 2021-02-11

Bellwether Capital Management Llc

Fair Oaks, CA
2004-07-23 → 2014-06-26

Strategic Advisers Llc

Walnut Creek, CA
2003-06-04 → 2004-06-23

Waddell & Reed

Fairfield, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-06-02

S66 Uniform Combined State Law Examination

2003-06-02

Designations

Other Names

Wei Gia Trieu

View on SEC IAPD

Current Employers

Key Focus Wealth Llc

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews