Traction Financial Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Encampment, WY. Its latest Form ADV filing, dated March 31, 2026, reports $288M in regulatory assets under management, 9 employees, 1 office, and 818 accounts.
Assets Under Management
$288M
Employees
9
Offices
1 office
Total Clients
338
Primary office
ENCAMPMENT, WY
168 COUNTY ROAD 648, ENCAMPMENT, WY, United States
Top client segmentHNWI represent 58.6% of total clients.
Top client categories% of clientsClients
1
HNWI
58.6%
198
2
Individuals
37.9%
128
3
Pension Plans
2.1%
7
4
Corporations
1.5%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$288Mas of March 31, 2026
Discretionary100.0%
$288M
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$288M
Total Accounts818
10Y AUM Change+$288M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee38:1
10Y Employee Change+5 (+125.0%)
* 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.