Michael Traxler Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Michael Traxler Wealth Management reports 433 clients. They include 403 individual clients, 26 high-net-worth individuals and 4 charitable organizations. Of its assets, 100.0% ($195M across 1,096 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 64% |
| High-net-worth individuals | 6% | 34% |
| Charitable organizations | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 403 | $125M | 64.1% | $310K |
| High-net-worth individuals | 26 | $66.2M | 34.0% | $2.55M |
| Charitable organizations | Fewer than 5 | $3.7M | 1.9% | $926K |
| Total | 433 | $195M | 100% | — |
- Clients
- 403
- Regulatory AUM
- $125M
- AUM share
- 64.1%
- Avg. per client
- $310K
- Clients
- 26
- Regulatory AUM
- $66.2M
- AUM share
- 34.0%
- Avg. per client
- $2.55M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.7M
- AUM share
- 1.9%
- Avg. per client
- $926K
Total
- Clients
- 433
- Regulatory AUM
- $195M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Michael Traxler Wealth Management is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Annuity Management
- Annuity management is charged at 0.6% of assets under management on an annual basis, billed quarterly in arrears.
- Financial Planning
- Financial planning is charged at an hourly fee of $200, with an estimated plan fee provided before the process begins.
Michael Traxler owns 75% or more of Michael Traxler Wealth Management. The leadership team of Michael Traxler Wealth Management includes Chief Compliance Officer Colleen Traxler. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Michael Traxler Wealth Management, LLC
Michael Traxler
Control person · since May 2005
Michael Traxler Wealth Management’s regulatory assets grew 1.7× from $112M (May 2021) to $195M (February 2026); clients rose from 298 to 433 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $195M | 433 | 6 | 2 |
| Mar 2025March 2025 | $170M | 407 | 6 | 2 |
| Feb 2024February 2024 | $141M | 374 | 5 | 1 |
| Apr 2023April 2023 | $115M | 356 | 4 | 1 |
| Mar 2022March 2022 | $129M | 324 | 3 | 1 |
| May 2021May 2021 | $112M | 298 | 3 | 1 |
Besides its headquarters, Michael Traxler Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Minnesota · 1 listed address
- 222 Main St. E., New PragueHQ
Contact and registration details
- Legal name
- Michael Traxler Wealth Management, LLC
- Headquarters
- 222 Main St. E., New Prague, MN 56071
- Website
- michaeltraxler.com
- Phone
- 952-758-8060
- SEC file
- 801-121539
- Structure
- Minnesota LLC
- Fiscal year end
- December
Michael Traxler Wealth Management’s named custodian for separately managed accounts is Trade-PMR ($179M). Michael Traxler Wealth Management does not have custody of client assets.
- Trade-PMRTrade-PMR Inc. · Gainesville, FL · $179M100%
At year end, Michael Traxler Wealth Management’s separately managed accounts were mostly in funds (82%).
What the accounts hold
- Stocks9%
- Funds82%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash4%
- Other4%
- Annuities4%
How many clients does Michael Traxler Wealth Management have?
Michael Traxler Wealth Management has 433 clients and manages $195 million for them, as of February 2026. They include 403 individual clients, 26 high-net-worth individuals and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026
What services does Michael Traxler Wealth Management offer?
Michael Traxler Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Michael Traxler Wealth Management use?
Michael Traxler Wealth Management’s separately managed account assets are held at Trade-PMR Inc. (Gainesville, FL), with $179M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026
How many financial advisors does Michael Traxler Wealth Management have?
Michael Traxler Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Michael Traxler Wealth Management invest in?
At the end of its last fiscal year, Michael Traxler Wealth Management’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 4% cash and equivalents, 4% other, 1% U.S. government and agency bonds and 1% state and local bonds. The 4% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Michael Traxler Wealth Management?
Michael Traxler Wealth Management’s direct owner is Michael Traxler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 February 2026
How does Michael Traxler Wealth Management get paid?
Michael Traxler Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Michael Traxler Wealth Management?
Michael Traxler Wealth Management’s main office is at 222 Main St. E., New Prague, MN 56071. Its phone number is 952-758-8060. Its website is michaeltraxler.com.
