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| Traphagen Investment Advisors LLC
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|---|---|
| CRD # | 107764 |
| SEC # | 801-56130 |
| CIK # | 0002023380 |
| AUM | 2,278.1 M (2026-03-02) |
| Employees | 18 (89% Investors, 0% Brokers) |
| Phone | 201-262-1040 |
| Address | 234 Kinderkamack Rd Oradell, NJ 07649 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| CME Group Inc | 0.0 | ||
| Bitwise Bitcoin ETF | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Intercontinentalexchange Group Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,361 | 0.3 |
| (b) Individuals (high net worth individuals) | 561 | 1.8 |
| (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 | 110 | 0.2 |
| (h) Charitable organizations | 6 | 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 | 2,038 | 2.3 |
| By Discretionary | ||
| Discretionary | 1,989 | 2.2 |
| Non-Discretionary | 49 | 0.1 |
| Total | 2,038 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 2,038 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002023380] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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