TRACE WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 317542). Regulatory assets under management: $295.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Peter Frank Heilbron | MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| BARTLETT DONNA | CHIEF COMPLIANCE OFFICER | — |
| HEILBRON PETER FRANK | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, PRESIDENT; MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | — |