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Building 2TRACE WEALTH ADVISORS

Map pin
Phone310-569-4534
NotebookSEC #801-122954
Total AUM
$295M
Employees
1
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
310-569-4534

ReceiptFinancials

Total AUM
$295M
Accounts
116
Discretionary
$295M
Accounts
116
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$1.2M
HNW Individual Clients
53
AUM
$206.8M
Charitable Organization Clients
2
AUM
$37.9M
Corporation or Business Clients
2
AUM
$49.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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