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TRAVERSE PRIVATE WEALTH
TRAVERSE PRIVATE WEALTH LLC
CRD 329996
201 KING OF PRUSSIA ROAD, SUITE 650, RADNOR, PA, 19087, United States
Phone
484 535 3844
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.9M
Discretionary AUM
$28.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.2M |
| High net worth individuals | 8 | $24.7M |
All web addresses on file
Official SEC filing: View on IAPD