TREASURE INVESTMENT MANAGEMENT, LLC

CRD 309258File 801-119780

APPROVED

Filing as of Jun 16, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$252.7M

Below cohort median (national)

Discretionary AUM

$252.7M

Clients

336

339 accounts

Employees

Below cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Nov 12, 2020
Principal office: 15169 NORTH SCOTTSDALE ROAD, SUITE 205, SCOTTSDALE, AZ, 85254
Phone: 310-957-9428
Website: http://www.treasure.tech

Assets & accounts

ADV Item 5F

Total regulatory AUM: $252.7M
Discretionary AUM: $252.7M
Non-discretionary AUM: $0
Discretionary accounts: 339
Non-discretionary accounts: 0
Total accounts: 339
AUM per client: $752K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	336	$252.2M
Charitable organizations	Fewer than 5	$419K

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	5	4	decreased by1
Apr 1, 2026	Clients	310	336	increased by26
Apr 1, 2026	AUM	$108,467,640	$252,655,798	increased by$144,188,158
Apr 1, 2026	Accounts	310	339	increased by29
May 1, 2025 vs Oct 1, 2022	Employees	3	5	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	25	310	increased by285
May 1, 2025 vs Oct 1, 2022	AUM	$25,000,000	$108,467,640	increased by$83,467,640
May 1, 2025 vs Oct 1, 2022	Accounts	25	310	increased by285
Feb 1, 2022	AUM	$0	$25,000,000	increased by$25,000,000
Feb 1, 2022	Accounts	0	25	increased by25
May 1, 2021	Employees	6	3	decreased by3
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TREASURE INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TREASURE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.