Trailwise Financial Partners, LLC
Trailwise Financial Partners, LLC (CRD# 323530) is a financial advisory firm headquartered in Golden, CO. They manage $65,849,664 in 466 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management66MILLION
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Total Number of Accounts466ACCOUNTS
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Average Account Value$141,308
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CO, TX
Emily Biehler (CRD# 5717892) is an Investment Advisor Representative working at Trailwise Financial Partners, LLC in Golden, CO and has over 11 years of experience in the finance industry.
Nicholas Rose (CRD# 6416015) is an Investment Advisor Representative working at Trailwise Financial Partners, LLC in Golden, CO and has over 8 years of experience in the finance industry.
Yizeth Almemar (CRD# 6470405) is an Investment Advisor Representative working at Trailwise Financial Partners, LLC in Golden, CO and has 1 year of experience in the finance industry.