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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-12-2022
- Office Locations
- 1
Office Locations
About Trailwise Financial Partners, LLC
TrailWise Financial Partners is a Golden, CO RIA led by CERTIFIED FINANCIAL PLANNER professionals providing holistic financial planning and ongoing investment management. The team focuses on helping clients build confidence and clarity around their relationship with money and stay on track through their full financial journey. Serves individuals and families, including business owners and retirees, with access via Schwab and LPL.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EMILY KATHLEEN BIEHLER
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5717892
- Ownership
- 25% but less than 50%
NICHOLAS MARTIN ROSE
Financial Planner, Managing Member
- CRD
- #6416015
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,362,193 | $231,639 |
| Non-Discretionary | $7,411,193 | $101,523 |
| Total | $144,773,386 | $217,377 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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