Trailwise Financial Partners, LLC: new SEC registration, $145M AUM, Golden, CO
Trailwise Financial Partners, LLC (Golden, Colorado): new SEC registration, $145M AUM, Golden, CO. Its amount of 145 is above the median of 134 (55th percentile). Dated 254 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 145 · 55th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 28 related CO NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Trailwise Financial Partners, LLC |
| Legal name | Trailwise Financial Partners, LLC |
| CRD | 323530 |
| Status | Approved |
| Registered with the SEC | 2026-02-23 |
| Latest Form ADV filing | 2026-04-01 |
| Location | Golden, CO, United States |
| Regulatory AUM | $144,773,386 |
| Accounts | 666 |
| Employees | 4 |
| Website | https://www.linkedin.com/comp any/trailwisefp/ |
| amount percentile | 55th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (29 CO records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Trailwise Financial Partners, LLC and 29 Colorado peers
- Colorado NewRiaPulse records like this one: 29
- Trailwise Financial Partners, LLC's amount: 55th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Colorado peer: $5,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $145M under management.
- Website on file.
What is the NewRiaPulse record for Trailwise Financial Partners, LLC in Golden, Colorado?
Trailwise Financial Partners, LLC received SEC registration as an investment adviser (2026-02-23) with $144,773,386 in regulatory assets under management, based in Golden, CO.
How does Trailwise Financial Partners, LLC compare to other Colorado NewRiaPulse records?
Its amount of 145 sits in the upper half (55th percentile) of 1,149 records; the median is 134. It is 254 days old; check the official source for later updates before acting.
Trailwise Financial Partners, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Trailwise Financial Partners, LLC | Golden, CO | 145 | 55th | 2026-02-23 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.