Trace Wealth Advisors, LLC
● SEC registered since 2022CRD 317542SEC# 801-122954
Reg. AUM
$295M
Employees
1
Accounts
116
Location
—
Trace Wealth Advisors, LLC assets under management
Trace Wealth Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2022. It reports $295 million in regulatory assets under management and employs 1 people.
Trace Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Frank Heilbron Control | Managing Member, President, Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Trace Wealth Advisors, LLC manage?
Trace Wealth Advisors, LLC reports $295 million in regulatory assets under management on its Form ADV.
How many employees does Trace Wealth Advisors, LLC have?
Trace Wealth Advisors, LLC reports 1 employees.
Does Trace Wealth Advisors, LLC disclose fund performance?
Trace Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 310-569-4534 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2055838 |
| Discloses disciplinary history | No |
Regulatory AUM
$295M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$295Mregulatory AUM
Discretionary $295M