This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$145MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$137M

Private client RAUM

$139MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$48.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

666

Individual clients

146

High net worth clients

51

SEC number

801-135454

CRD

323530

Filings on the tape

2

First filed

Feb 11, 2026

Latest filed

Apr 1, 2026

Organised

Limited Liability Company, CO

• Occurred

  Dec 16, 2022
  Team lift-out

  2 advisors left LPL Financial LLC (Arvada, CO) for Trailwise Financial Partners, LLC on the same day

  Form ADVobserved 4 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ae7e8c3c-d840-516f-0b20-eec1aab10904

First observed

Feb 11, 2026

Last observed

Apr 1, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.