# TRAVERSE PRIVATE WEALTH

TRAVERSE PRIVATE WEALTH of RADNOR, PA is an SEC-registered investment adviser.

## Registration

- CRD: 329996
- Type: SEC-registered investment adviser
- Location: 201 KING OF PRUSSIA ROAD, RADNOR, PA, 19087
- Phone: 484 535 3844
- Latest filing: 2026-02-13
- Regulatory AUM: $28.9M
- Discretionary AUM: $28.9M
- Clients: 1
- Accounts: 88

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329996/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329996/similar
- Related entities: https://search.stillhousedata.com/firm/329996/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329996

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.