Trailwise Financial Partners, LLC
● SEC registered since 2026CRD 323530SEC# 801-135454Golden, CO
Reg. AUM
$144.8M
Employees
4
Accounts
666
Location
Golden, CO
Trailwise Financial Partners, LLC assets under management
Trailwise Financial Partners, LLC operates as an SEC-registered investment adviser based in Golden, CO. The firm has been registered since 2026. It reports $144.8 million in regulatory assets under management and employs 4 people.
Trailwise Financial Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Emily Kathleen Biehler Control | Managing Member, Cco | 25-50% | 2019 |
| Nicholas Martin Rose Control | Managing Member | 25-50% | 2019 |
| Yizeth Fernanda Almemar | Financial Planning Director | 10-25% | 2020 |
Frequently asked questions
How much does Trailwise Financial Partners, LLC manage?
Trailwise Financial Partners, LLC reports $144.8 million in regulatory assets under management on its Form ADV.
How many employees does Trailwise Financial Partners, LLC have?
Trailwise Financial Partners, LLC reports 4 employees.
Where is Trailwise Financial Partners, LLC located?
Trailwise Financial Partners, LLC is based in Golden, CO and has been SEC-registered since 2026.
Does Trailwise Financial Partners, LLC disclose fund performance?
Trailwise Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1536 Cole Boulevard, Suite 205, Golden, CO 80401 |
| Phone | 720-463-2850 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144.8MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$144.8Mregulatory AUM
Discretionary $137.4MNon-discretionary $7.4M