TRAILWISE FINANCIAL PARTNERS, LLC

TRAILWISE FINANCIAL PARTNERS, LLC of GOLDEN, CO is an SEC-registered investment adviser (CRD 323530). Regulatory assets under management: $144.8M.

Registration

• CRD: 323530
• SEC file number: 801-135454
• Type: Registered investment adviser
• Location: 1536 COLE BOULEVARD, SUITE 205, GOLDEN, CO, 80401
• Phone: 720-463-2850
• Latest filing: 2026-04-01
• Regulatory AUM: $144.8M
• Discretionary AUM: $137.4M
• Non-discretionary AUM: $7.4M
• Clients: 4
• Accounts: 666

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323530 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search