$188.4M Total AUM
$188.4M Disc. AUM
-- 3Y CAGR
4 Employees
151 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-21-2016
- Office Locations
- 1
Office Locations
5151 Edina Industrial Blvd Suite 200 Edina MN
About Trailhead Planners, LLC
Trailhead Planners is a boutique, fee-only fiduciary wealth manager serving high-achieving women, entrepreneurs, and legacy-minded retirees. The team integrates proactive tax planning with holistic financial planning and portfolio management, and coordinates clients’ CPAs and attorneys for aligned execution. Custodied at Charles Schwab.
Team overview
35 AVG AGE
$62.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
8.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM PATRICK MULVAHILL
Chief Compliance Officer, Investment Specialist, Managing Member
- CRD
- #5781832
- Ownership
- 50% but less than 75%
Available
Available
Available
MORGAN KENT RANSTROM
Financial Planner, Managing Member
- CRD
- #4674255
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,360,399 | $320,341 |
| Non-Discretionary | $58,449 | $9,742 |
| Total | $188,418,848 | $317,203 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | 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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