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TRAILWISE FINANCIAL PARTNERS, LLC
CRD 323530File 801-135454
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$144.8M
Bottom 25% of cohort (national)
Discretionary AUM
$137.4M
Non-discretionary $7.4M
Clients
203
666 accounts
Employees
4
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 23, 2026
- Principal office
- 1536 COLE BOULEVARD, SUITE 205, GOLDEN, CO, 80401
- Phone
- 720-463-2850
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $144.8M
- Discretionary AUM
- $137.4M
- Non-discretionary AUM
- $7.4M
- Discretionary accounts
- 593
- Non-discretionary accounts
- 73
- Total accounts
- 666
- AUM per client
- $713K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $95.7M |
| Pension and profit sharing plans | 6 | $5.8M |
| Individuals (other than high net worth individuals) | 146 | $43.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.