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| Keyboard |
| Trailwise Financial Partners LLC
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|
|---|---|
| CRD # | 323530 |
| SEC # | 801-135454 |
| CIK # | |
| AUM | 144.8 M (2026-04-01) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 720-463-2850 |
| Address | 1536 Cole Boulevard Golden, CO 80401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 43.3 |
| (b) Individuals (high net worth individuals) | 51 | 95.7 |
| (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 | 6 | 5.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 666 | 144.8 |
| By Discretionary | ||
| Discretionary | 593 | 137.4 |
| Non-Discretionary | 73 | 7.4 |
| Total | 666 | 144.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.8 | |
| Total | 666 | 144.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 22 |
| Serves | Institutional, Retail |
| LEI | 843627615 |
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|---|---|---|
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IGW Advisory Investment Management LLC
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|
145.1 M | |
|
Desmond Wealth Management Inc
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|
Vision Capital Management Corporation
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Wulff Hansen & Co
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Knox Avenue Financial Corp
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|
EGSI Investment Management Inc
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|
Davis Financial Management Inc
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KS | 144.6 M |
|
Sterling Financial Advisors LLC
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|
Columbus Street Wealth Management LLC
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|
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|
Glover Park Wealth Management LLC
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|
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