Trailwise Financial Partners, LLC
Trailwise Financial Partners, LLC is an SEC-registered mass-market adviser in Golden, CO with $144.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Trailwise Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323530, SEC 801-135454, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $144.8M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Golden, CO
- Employees
- 4
- Clients
- 203
- CRD
- 323530
- Ownership
- ROSE, NICHOLAS, MARTIN; ALMEMAR, YIZETH, FERNANDA; BIEHLER, EMILY, KATHLEEN
How much AUM does Trailwise Financial Partners, LLC have?
Trailwise Financial Partners, LLC reported $144.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Trailwise Financial Partners, LLC?
Disclosed owners and executives of Trailwise Financial Partners, LLC include ROSE, NICHOLAS, MARTIN, ALMEMAR, YIZETH, FERNANDA, BIEHLER, EMILY, KATHLEEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.