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Michael Traxler Wealth Management, LLC

Michael Traxler Wealth Management, LLC. CRD 285427

Michael Traxler Wealth Management, LLC logo

CRD: 285427

Michael Traxler Wealth Management, LLC

NEW Prague, MN, 56071
9527588060
www.michaeltraxler.com
$194.7M Total AUM
$194.7M Disc. AUM
-- 3Y CAGR
6 Employees
433 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
American Funds · Trade-PMR
Clients
Retail and Institutional
Platforms
Ridge ridgeBridge
Established Date
01-20-2017
Office Locations
1

Office Locations

222 Main St. E. NEW Prague MN

About Michael Traxler Wealth Management, LLC

Michael Traxler Wealth Management, LLC is a fiduciary advisory firm providing wealth management, retirement planning, financial advice, and estate strategy. The team emphasizes portfolio construction and risk management for individuals and families—from new investors to peak-career professionals and retirees—using diversified allocations that include mutual funds and ETFs. Based in New Prague, MN; custody includes Trade-PMR.

Team overview

51 AVG AGE
$48.7M AVG AUM / ADVISOR
$449.6K AVG AUM / CLIENT
4.5 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Value value Value Momentum

Client Personas

Alpha vital

Custodian

Delta glacier Vector Beacon matrix Momentum radial Summit Bridge Frontier vital

Investment Themes

Eagle fusion Crest Peak

Investment Vehicles

Vector eagle

Services

Quantum horizon Eagle Vertex fusion Capital glacier Pioneer Meridian Insight

Technology

Quantum radial Meridian eagle

Owner & Executives

MICHAEL P. TRAXLER

MICHAEL P. TRAXLER

Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#4275996
Ownership
75% or more
(217) 355-6379
focus.fusion@crestcapital.com
in linkedin.com/in/focus-focus
Colleen Traxler

Colleen Traxler

Chief Compliance Officer, Investment Advisor

CRD
--
Ownership
Less than 5%
(805) 412-4356
pioneer.horizon@elementcapital.com
in linkedin.com/in/eagle-quantum

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Contacts

Isaac Jay Buehler

Isaac Jay Buehler

Associate Financial Advisor

CRD
#8066897
(977) 244-7819
bridge.ember@legacycapital.com
in linkedin.com/in/delta-glacier
Ted Jacob Hefty

Ted Jacob Hefty

Investment Advisor Representative

CRD
#7728132
(648) 369-7949
timber.crest@frontiercapital.com
in linkedin.com/in/vertex-legacy
Z

Zenith optima

Wave insight

CRD
#81589
(250) 626-4867
matrix.legacy@oakcapital.com
in linkedin.com/in/zenith-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-15-2022
10-24-2023
10-02-2024
11-04-2025
02-24-2026
Category Assets AVG. Account size
Discretionary $194,691,700 $177,638
Non-Discretionary $0 --
Total $194,691,700 $177,638

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Separately Managed Accounts

Total SMA Asset: $194,691,700

$194.7M Total SMA
Public Funds:
10.1%
Equity - Exchange:
7.6%
Cash:
13.4%
Other:
18.4%
Municipal Bonds:
21.9%
U.S. Government/Agency:
28.6%
Asset class Assets Assets %
Public Funds $202,451,513 10.1%
Equity - Exchange $152,339,752 7.6%
Cash $268,599,037 13.4%
Other $368,822,558 18.4%
Municipal Bonds $438,979,023 21.9%
U.S. Government/Agency $573,278,541 28.6%
Total $2,004,470,424 100.0%

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