Overview
Assets Under Management: $188 million
Headquarters: EDINA, MN
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Frequently Asked Questions
TRAILHEAD PLANNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284610), TRAILHEAD PLANNERS, LLC is subject to fiduciary duty under federal law.
TRAILHEAD PLANNERS, LLC is headquartered in EDINA, MN.
TRAILHEAD PLANNERS, LLC serves 43 high-net-worth clients according to their SEC filing dated January 28, 2026. View client details ↓
According to their SEC Form ADV, TRAILHEAD PLANNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TRAILHEAD PLANNERS, LLC manages $188 million in client assets according to their SEC filing dated January 28, 2026.
According to their SEC Form ADV, TRAILHEAD PLANNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.11
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 594
Discretionary Accounts: 588
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 284610
Filing ID: 2038248
Last Filing Date: 2026-01-28 17:00:24