TRAVERSE PRIVATE WEALTH

TRAVERSE PRIVATE WEALTH of RADNOR, PA is an SEC-registered investment adviser (CRD 329996). Regulatory assets under management: $28.9M.

Registration

• CRD: 329996
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329996 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search