Yizeth Almemar has been Financial Planning Director of TrailWise Financial Partners since January 2020, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Trailwise Financial Partners, LLC is a Golden, CO firm with $145M under management, 203 clients and 4 advisers across 2 offices, as of its April 2026 filing.
- – present · 3 yearsGolden, CO · Adviser representative · Firm CRD 323530
Investment adviser representative registrations
Yizeth Almemar is registered as an investment adviser representative in 2 states. Each was approved in December 2022.
- ColoradoSince 15 December 2022
- TexasSince 20 December 2022
Examinations
No examinations are on Yizeth Almemar’s record.
- Full name
- Yizeth Fernanda Almemar
- CRD
- 6470405
- Firm
- TrailWise Financial Partners · CRD 323530
- Role
- Financial Planning Director
- Office
- 1536 COLE BOULEVARD, SUITE 205, Golden, CO 80401
- Registration
- Investment adviser registration
- In the industry since
- December 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Yizeth Almemar work?
Yizeth Almemar has been Financial Planning Director of Trailwise Financial Partners, LLC since January 2020.
Is Yizeth Almemar a financial advisor?
Yes. Yizeth Almemar has a current investment-adviser registration in Colorado and Texas, through TrailWise Financial Partners since December 2022.
How many years of experience does Yizeth Almemar have?
Yizeth Almemar has 3 years in the financial industry, since December 2022, across 1 adviser firm.
Where is Yizeth Almemar based?
Yizeth Almemar’s registered office is in Golden, CO.
Is Yizeth Almemar registered with FINRA?
No. Yizeth Almemar has no current broker registration.
How can I verify Yizeth Almemar’s record?
Search CRD 6470405 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Yizeth Almemar’s full registration record.