Overview
Assets Under Management: $145 million
Headquarters: GOLDEN, CO
High-Net-Worth Clients: 51
Average Client Assets: $1.9 million
Frequently Asked Questions
TRAILWISE FINANCIAL PARTNERS, 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 #323530), TRAILWISE FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
TRAILWISE FINANCIAL PARTNERS, LLC is headquartered in GOLDEN, CO.
TRAILWISE FINANCIAL PARTNERS, LLC serves 51 high-net-worth clients according to their SEC filing dated April 01, 2026. View client details ↓
According to their SEC Form ADV, TRAILWISE FINANCIAL PARTNERS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TRAILWISE FINANCIAL PARTNERS, LLC manages $145 million in client assets according to their SEC filing dated April 01, 2026.
According to their SEC Form ADV, TRAILWISE FINANCIAL PARTNERS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.09%
Average Client Assets: $1.9 million
Total Client Accounts: 666
Discretionary Accounts: 593
Non-Discretionary Accounts: 73
Regulatory Filings
CRD Number: 323530
Filing ID: 2089352
Last Filing Date: 2026-04-01 10:45:41