Data / Investment advisers / Colorado / Trailwise Financial Partners, LLC
Trailwise Financial Partners, LLC, Golden, CO: $145 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Trailwise Financial Partners, LLC is an SEC registered investment adviser with its main office in Golden, Colorado and reports $145 million in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Trailwise Financial Partners, LLC (CRD number 323530): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 323530
- SEC file number
- 801-135454
- SEC status
- Approved, effective February 23, 2026
- Main office
- 1536 Cole Boulevard Suite 205, Golden, CO 80401
- Phone
- (720) 463-2850
- Regulatory AUM
- $144,773,386 in the Form ADV filed April 1, 2026
- Discretionary AUM
- $137,362,193
- Non discretionary AUM
- $7,411,193
- Accounts
- 666
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $95.7 million |
| Individuals (other than high net worth individuals) | 146 | $43.3 million |
| Pension and profit sharing plans | 6 | $5.8 million |
Other advisers in Colorado
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Jim Saulnier & Associates, LLC | Fort Collins | $286.4 million | Not listed | adviserinfo.sec.gov |
| Lotusgroup Advisors | Denver | $286 million | Not listed | adviserinfo.sec.gov |
| Bespoke Advisory | Evergreen | $284 million | Not listed | adviserinfo.sec.gov |
| Vital Investment Management LLC | Loveland | $283.9 million | Not listed | adviserinfo.sec.gov |
| Bear Creek Fund Advisors LLC | Denver | $282.5 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Trailwise Financial Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.