SourcingSourcing

TRAILWISE FINANCIAL PARTNERS, LLC

C35
CRD 323530·SEC 801-135454·GOLDEN, CO
AUM
$144.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$434K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRAILWISE FINANCIAL PARTNERS, LLC
CRD
323530
SEC file #
801-135454
EIN
—
DBA names
—

Economics

AUM
$144.8M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other146
Individuals High Net Worth51
Pension Profit Sharing Plans6

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Primary office
GOLDEN CO
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
linkedin.com/comp any/trailwisefp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BIEHLER, EMILY, KATHLEEN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BIEHLER, EMILY, KATHLEEN
ROSE, NICHOLAS, MARTIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3745
Soi Zip Pct 200k Plus
0.1804
Soi Zip Returns 200k Plus
3,710
Soi Zip Total AGI
2,912,409
Fdic Zip Total Deposits
26,569,630,000
Fdic Zip Branch Count
367
Fdic Zip Top Banks
Wells Fargo Bank, National Association
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
GoldenBank, National AssociationGolden, CO
OMNIBANK ArvadaJefferson County, CO
Fdic Zip HHI
892.33
Fdic Zip Top Bank Share Pct
21.91
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI50,552
Returns4,270
Stub 2
AGI137,141
Returns3,650
Stub 3
AGI181,132
Returns2,930
Soi Zip Total Business Income
98,418
Soi Zip Total Cap Gains
283,035
Soi Zip Total Dividends
139,122
Soi Zip Total Returns
20,560
Top Owner CRD
5717892
Trust Company Affiliate
No

People (3)

3
BIEHLER, EMILY, KATHLEEN
IAR · Direct Owner · 37.5%
5717892
ROSE, NICHOLAS, MARTIN
IAR · Direct Owner · 37.5%
6416015
ALMEMAR, YIZETH, FERNANDA
IAR · Direct Owner · 17.5%
6470405