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Trace Wealth Advisors, LLC

● SEC registered since 2022CRD 317542SEC# 801-122954
Export (members)
Reg. AUM
$273.3M
Employees
1
Accounts
61
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 $273.3 million in regulatory assets under management and employs 1 people.
www.tracewealthadvisors.comView on SEC.gov ↗

Trace Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Peter Frank Heilbron ControlManaging Member, President, Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Trace Wealth Advisors, LLC manage?

Trace Wealth Advisors, LLC reports $273.3 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

Phone310-569-4534
Office hours8 a.m. - 4 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK2055838
Discloses disciplinary historyNo

Assets under management

Discretionary$273.3M
Non-discretionary$0
Total (RAUM)$273.3M