$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-13-2020
- Office Locations
- 1
Office Locations
-- Castle Rock CO
About Trailpoint Financial Planning
Trailpoint Financial Planning is a Castle Rock, CO RIA serving the Denver area, providing customized financial planning—from project engagements to ongoing planning—plus personal tax preparation. Founder Corey Wiederholt focuses on younger professionals and families. Portfolios are primarily implemented with ETFs and investment-grade bonds, custodied at Charles Schwab.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$471.1K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Corey James Wiederholt
Chief Compliance Officer, FINANCIAL PLANNER, Owner
- CRD
- #7292375
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,826,327 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,826,327 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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