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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-1998
- Office Locations
- 1
Office Locations
About Traphagen Financial Group
Traphagen CPAs & Wealth Advisors is a New Jersey CPA and fee-only RIA that pairs tax, assurance and M&A advisory with holistic wealth management. Services include financial planning, portfolio management, and estate/trust and wealth-transfer planning, with portfolios invested primarily in ETFs. The firm acts as a fiduciary and supports custody at Schwab and Fidelity, with a 50+ year operating history.
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Owner & Executives
V. PETER TRAPHAGEN JR.
Chief Compliance Officer, Partner
- CRD
- #4378164
- Ownership
- 75% or more
ROBERT J. TRAPHAGEN
President
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Austin James Briggs
Financial Planner
- CRD
- #7382964
NOAH PETER ELEFTHERIADES
Financial Services Associate / Tax Specialist
- CRD
- #7801518
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,172,420,767 | $1,092,218 |
| Non-Discretionary | $105,702,312 | $2,157,190 |
| Total | $2,278,123,079 | $1,117,823 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| 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 |
13F Holdings | Q2 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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