ADV Brochure

Updated: August 16, 2024

Title: 6823b5f9279ee3576675e78c_975622.pdf
Mime Type: application/pdf

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Treasure Investment Management, LLC
Form ADV Part 2A - WRAP PROGRAM BROCHURE
15300 N. 90th Street. Ste.200 Scottsdale, AZ 85260
Telephone: (310) 957-9428
April 22, 2025

This Wrap Fee Program Brochure provides information about the qualifications and business practices of Treasure Investment Management, LLC (“Treasure”). If you have any questions about the contents of this Brochure, please contact compliance@treasure.tech.

The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Treasure is a registered investment adviser. Registration as an Investment Adviser does not imply a certain level of skill or training.

Additional information about Treasure is also available on the SEC’s website at www.adviserinfo.sec.gov.

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Item 2 Summary of Material Changes

Form ADV Part 2 requires registered investment advisers to amend their brochure when information becomes materially inaccurate. If there are any material changes to an adviser's disclosure brochure, the adviser is required to notify you and provide you with a description of the material changes.

Treasure will send clients an annual update of its Brochure within 120 days of the close of its business’ fiscal year. Furthermore, Treasure will provide clients with other interim disclosures about material changes as necessary.

Treasure has the following material changes to report since the date of its last filing on May 20, 2024.

  • Treasure has sunset our cash offering and is no longer partnering with Grasshopper bank.
  • The primary office moved from California to Arizona.

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Item 3 Table of Contents

  1. Item 2 Summary of Material Changes ..................................................................................... 2
  2. Item 3 Table of Contents ........................................................................................................ 3
  3. Item 4 Services, Fees, and Compensation.............................................................................. 4
  4. Item 5 Account Requirements and Types of Clients .............................................................. 8
  5. Item 6 Portfolio Manager Selection and Evaluation............................................................... 9
  6. Item 7 Client Information Provided to Portfolio Managers ..................................................12
  7. Item 8 Client Contact with Portfolio Managers ....................................................................12
  8. Item 9 Additional Information ..............................................................................................12

Download Here: 6823b5f9279ee3576675e78c_975622.pdf

Treasure Technologies Inc.
15169 N Scottsdale Rd
Suite 205
Scottsdale, AZ 85254

Website is operated by Treasure Investment Management, LLC ("Treasure"), a wholly-owned subsidiary of Treasure Technologies, Inc., and an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). Brokerage services are provided to clients of Treasure by Apex Clearing Corporation ("Apex"), an SEC-registered broker-dealer and member FINRA.

Investing involves risk, including loss of principal. The contents of this website are provided for information purposes only and do not constitute an offer to sell or a solicitation to buy securities. Past performance is no guarantee of future returns.