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MICHAEL TRAXLER WEALTH MANAGEMENT, LLC
CRD 285427File 801-121539
APPROVED
Retail clients
Filing as of Feb 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$194.7M
Below cohort median (national)
Discretionary AUM
$194.7M
Clients
433
1,096 accounts
Employees
6
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 16, 2021
- Principal office
- 222 MAIN ST. E., NEW PRAGUE, MN, 56071
- Phone
- 952-758-8060
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $194.7M
- Discretionary AUM
- $194.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,096
- Non-discretionary accounts
- 0
- Total accounts
- 1,096
- AUM per client
- $450K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.7M |
| High net worth individuals | 26 | $66.2M |
| Individuals (other than high net worth individuals) | 403 | $124.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 407 | 433 | increased by26 |
| Mar 1, 2026 | AUM | $169,944,366 | $194,691,700 | increased by$24,747,334 |
| Mar 1, 2026 | Accounts | 992 | 1,096 | increased by104 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 6 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 324 | 407 | increased by83 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $128,748,000 | $169,944,366 | increased by$41,196,366 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 758 | 992 | increased by234 |
| Apr 1, 2022 | Clients | 298 | 324 | increased by26 |
| Apr 1, 2022 | AUM | $111,838,066 | $128,748,000 | increased by$16,909,934 |
| Apr 1, 2022 | Accounts | 883 | 758 | decreased by125 |
| Jul 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MICHAEL TRAXLER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MICHAEL TRAXLER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.