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⚲
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| Trace Wealth Advisors LLC
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| |
|---|---|
| CRD # | 317542 |
| SEC # | 801-122954 |
| CIK # | |
| AUM | $248.2 MM (2024-03-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-569-4534 |
| Address | 2572 Basil Lane Los Angeles, CA 90077 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 1.3 |
| (b) Individuals (high net worth individuals) | 44 | 194.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 13.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 38.8 |
| (n) Other | 0 | 0.0 |
| Total | 111 | 248.2 |
| By Discretionary | ||
| Discretionary | 111 | 248.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 111 | 248.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 248.2 | |
| Total | 111 | 248.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Avondale Wealth Management LLC
✚
|
TX | 0.3 |
|
Trail Ridge Investment Advisors LLC
✚
|
CO | 0.2 |
|
Christensen King & Associates Investment Services Inc
✚
|
WA | 0.2 |
|
Creegan & Nassoura Financial Group LLC
✚
|
NH | 0.2 |
|
Fuhrman Management Associates Inc
✚
|
PA | 0.2 |
|
Aspen Wealth Strategies LLC
✚
|
CO | 0.2 |
|
Sequoia Wealth Management Group LLC
✚
|
NV | 0.2 |
|
ORG Wealth Partners LLC
✚
|
TX | 0.2 |
|
Yoder Wealth Management Inc
✚
|
CA | 0.2 |
|
JBR Co Financial Management Inc
✚
|
OK | 0.2 |