Trace Wealth Advisors
Trace Wealth Advisors is an SEC-registered wealth manager with $295.0M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Trace Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317542, SEC 801-122954, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $295.0M (2026-03-27)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 66
- CRD
- 317542
- Ownership
- BARTLETT, DONNA; HEILBRON, PETER, FRANK
How much AUM does Trace Wealth Advisors have?
Trace Wealth Advisors reported $295.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Trace Wealth Advisors?
Disclosed owners and executives of Trace Wealth Advisors include BARTLETT, DONNA, HEILBRON, PETER, FRANK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.