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Trailwise Financial Partners, LLC

● SEC registered since 2026CRD 323530SEC# 801-135454Golden, CO
Export (members)
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.
www.linkedin.com/comp any/trailwisefpView on SEC.gov ↗

Trailwise Financial Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Emily Kathleen Biehler ControlManaging Member, Cco25-50%2019
Nicholas Martin Rose ControlManaging Member25-50%2019
Yizeth Fernanda AlmemarFinancial Planning Director10-25%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

Address1536 Cole Boulevard, Suite 205, Golden, CO 80401
Phone720-463-2850
Office hours9:00 a.m.- 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$137.4M
Non-discretionary$7.4M
Total (RAUM)$144.8M