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TRACE WEALTH ADVISORS

TRACE WEALTH ADVISORS, LLC

CRD 317542 · SEC 801-122954

Visit website

AZ, United States

Phone

310-569-4534

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$295.0M

Discretionary AUM

$295.0M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)CONSULTING

Client types

TypeClientsAUM
Individuals9$1.2M
High net worth individuals53$206.8M
Charitable organizations2$37.9M
Corporations/business entities2$49.1M

States served

AZ, CA, NV

All web addresses on file

Official SEC filing: View on IAPD