Traction Financial Partners
Traction Financial Partners is an SEC-registered mass-market adviser in Encampment, WY with $288.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Traction Financial Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315215, SEC 801-121892, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $288.4M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Encampment, WY
- Employees
- 9
- Clients
- 338
- CRD
- 315215
- Ownership
- HEYKOOP, ROBERT, WILLIAM; BARNES, EVAN, MICHAEL; Kappius, Katelyn, Rae
How much AUM does Traction Financial Partners have?
Traction Financial Partners reported $288.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Traction Financial Partners?
Disclosed owners and executives of Traction Financial Partners include HEYKOOP, ROBERT, WILLIAM, BARNES, EVAN, MICHAEL, Kappius, Katelyn, Rae. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.