RIA Intel›Advisers›TRACE WEALTH ADVISORS, LLC

TRACE WEALTH ADVISORS, LLC

Advisory

N·

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$295M
1-Year AUM Growth
+10.1%
3-Year CAGR
+7.5%
Employees
1
Assets Under Management
Total AUM$295M
Discretionary AUM$295M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients61
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingNov 30, 2021
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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