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).

Current Firm Details
1536 Cole Boulevard, Suite 205, Golden, CO 80401
https://trailwisefp.com/
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    466
    ACCOUNTS
  • Average Account Value
    $141,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Trailwise Financial Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Emily Biehler, financial advisor Golden CO
Emily K. Biehler
CRD#: 5717892
1536 Cole Boulevard, Suite 205, Golden, CO 80401

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.

2
Nicholas Rose, financial advisor Golden CO
Nicholas M. Rose
CRD#: 6416015
1536 Cole Boulevard, Suite 205, Golden, CO 80401

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.

3
Yizeth Almemar, financial advisor Golden CO
Yizeth F. Almemar
CRD#: 6470405
1536 Cole Boulevard, Suite 205, Golden, CO 80401

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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