TRACE WEALTH ADVISORS, LLC
Doing business as TRACE WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$295,002,091
Discretionary
$295,002,091
Non-discretionary
$0
Firm details
- CRD number
- 317542
- SEC file number
- 801-122954
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.