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TRAILHEAD PLANNERS, LLC

EDINA, MN · CRD 284610 · IAPD ↗ · 503-773-9682

$188.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2026 — TRAILHEAD PLANNERS, LLC reported RAUM up 26% ($149.4M -> $188.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — TRAILHEAD PLANNERS, LLC reported RAUM up 25% ($119.4M -> $149.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.