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TRAILWISE FINANCIAL PARTNERS, LLC
CRD 323530 · SEC 801-135454
1536 COLE BOULEVARD, SUITE 205, GOLDEN, CO, 80401, United States
Phone
720-463-2850
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$144.8M
Discretionary AUM
$137.4M
Team
4 total employees; 4 advisory reps; 22 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $43.3M |
| High net worth individuals | 51 | $95.7M |
| Pension/profit sharing plans | 6 | $5.8M |
All web addresses on file
Official SEC filing: View on IAPD