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TRAILWISE FINANCIAL PARTNERS, LLC

GOLDEN, CO · CRD 323530 · IAPD ↗ · 720-463-2850

$144.8MRegulatory AUM
4Advisory reps
4Employees
22Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — TRAILWISE FINANCIAL PARTNERS, LLC (GOLDEN, CO) is newly SEC-registered with $144.8M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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