Trailwise Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Golden, CO. Its latest Form ADV filing, dated April 1, 2026, reports $145M in regulatory assets under management, 4 employees, 1 office, and 666 accounts.
Assets Under Management
$145M
Employees
4
Offices
1 office
Total Clients
203
Primary office
GOLDEN, CO
1536 COLE BOULEVARD, SUITE 205, GOLDEN, CO, United States
Top client segmentIndividuals represent 71.9% of total clients.
Top client categories% of clientsClients
1
Individuals
71.9%
146
2
HNWI
25.1%
51
3
Pension Plans
3.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of April 1, 2026
Discretionary94.9%
$137M
95% of total RAUM94.9%
Non-discretionary5.1%
$7M
5% of total RAUM5.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$145M
Total Accounts666
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee51:1
10Y Employee Change0 (0.0%)
* 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.