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- Custodian
- LPL Financial ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
About Trace Wealth Advisors
Trace Wealth Advisors is a Los Angeles-based fiduciary RIA providing financial consulting and discretionary investment management for affluent individuals and families (including select entrepreneurs) nationwide. The firm emphasizes customized advice, a simple portfolio process, and a modern, tech-forward client experience. Portfolios commonly use public funds and ETFs alongside cash and fixed income, with custody through LPL Financial and Northern Trust.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER FRANK HEILBRON
Chief Compliance Officer, Managing Member, President
- CRD
- #5102751
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $295,002,091 | $2,543,121 |
| Non-Discretionary | $0 | -- |
| Total | $295,002,091 | $2,543,121 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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