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Michael Traxler Wealth Management, LLC

● SEC registered since 2021CRD 285427SEC# 801-121539New Prague, MN
Export (members)
Reg. AUM
$169.9M
Employees
6
Accounts
992
Location
New Prague, MN

Michael Traxler Wealth Management, LLC assets under management

Michael Traxler Wealth Management, LLC is a registered investment adviser overseen by the SEC based in New Prague, MN. The firm has been registered since 2021. It reports $169.9 million in regulatory assets under management and employs 6 people.

Michael Traxler Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Colleen TraxlerChief Compliance OfficerUnder 5%2023
Michael P. Traxler ControlManaging Member/Investment Advisor RepresentativeOver 75%2005

Frequently asked questions

How much does Michael Traxler Wealth Management, LLC manage?

Michael Traxler Wealth Management, LLC reports $169.9 million in regulatory assets under management on its Form ADV.

How many employees does Michael Traxler Wealth Management, LLC have?

Michael Traxler Wealth Management, LLC reports 6 employees.

Where is Michael Traxler Wealth Management, LLC located?

Michael Traxler Wealth Management, LLC is based in New Prague, MN and has been SEC-registered since 2021.

Does Michael Traxler Wealth Management, LLC disclose fund performance?

Michael Traxler Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address222 Main St. E., New Prague, MN 56071
Phone952-758-8060
Fax952-758-8061
Office hours4-Aug
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$169.9M
Non-discretionary$0
Total (RAUM)$169.9M