Peter Frank Heilbron
Managing Member, President, Chief Compliance OfficerTrace Wealth Advisors, LLCCRD 5102751
About Peter Frank Heilbron
Peter Frank Heilbron is listed as Managing Member, President, Chief Compliance Officer at Trace Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Trace Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Peter Frank Heilbron work?
Peter Frank Heilbron is listed as Managing Member, President, Chief Compliance Officer at Trace Wealth Advisors, LLC on SEC Form ADV.
How much of Trace Wealth Advisors, LLC does Peter Frank Heilbron own?
Form ADV reports a beneficial ownership band of Over 75%.
Trace Wealth Advisors, LLC
| Title | Managing Member, President, Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |