NEW PRAGUE, MNCRD 285427Latest ADV February 24, 2026
Michael Traxler Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Prague, MN. Its latest Form ADV filing, dated February 24, 2026, reports $195M in regulatory assets under management, 6 employees, 1 office, and 1,096 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.1% of total clients.
Top client categories% of clientsClients
1
Individuals
93.1%
403
2
HNWI
6.0%
26
3
Charitable
0.9%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$195Mas of February 24, 2026
Discretionary100.0%
$195M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$195M
Total Accounts1,096
10Y AUM Change+$83M (+74.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee72:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.