TrailWise Financial Partners provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 51–100 clients last fiscal year.
TrailWise Financial Partners reports 203 clients. They include 146 individual clients, 51 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 94.9% ($137M across 593 accounts) are managed with discretion; $7.41M across 73 accounts are not. It advised 22 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 30% |
| High-net-worth individuals | 25% | 66% |
| Pension and profit-sharing plans | 3% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 146 | $43.3M | 29.9% | $296K |
| High-net-worth individuals | 51 | $95.7M | 66.1% | $1.88M |
| Pension and profit-sharing plans | 6 | $5.83M | 4.0% | $972K |
| Total | 203 | $145M | 100% | $713K |
- Clients
- 146
- Regulatory AUM
- $43.3M
- AUM share
- 29.9%
- Avg. per client
- $296K
- Clients
- 51
- Regulatory AUM
- $95.7M
- AUM share
- 66.1%
- Avg. per client
- $1.88M
- Clients
- 6
- Regulatory AUM
- $5.83M
- AUM share
- 4.0%
- Avg. per client
- $972K
Total
- Clients
- 203
- Regulatory AUM
- $145M
- AUM share
- 100%
- Avg. per client
- $713K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 22
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
TrailWise Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Fixed fee from $1,000 to $20,000 for a financial plan, or $400 per hour; negotiable by client and engagement.
Emily Biehler owns 25% to 50% of TrailWise Financial Partners. It has 4 employees.
Leadership
- Yizeth AlmemarFinancial Planning Director
- Emily BiehlerManaging Member, CCO
- Nicholas RoseManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 25% to 50% of Trailwise Financial Partners, LLC
Emily Biehler
Control person · since November 2019
- Owns 25% to 50% of Trailwise Financial Partners, LLC
Nicholas Rose
Control person · since November 2019
- Owns 10% to 25% of Trailwise Financial Partners, LLC
Yizeth Almemar
since January 2020
Besides its headquarters, TrailWise Financial Partners has 1 office, with 2 listed addresses in Colorado.
Colorado · 2 listed addresses
- 1536 Cole Boulevard, Suite 205, GoldenHQ
- 9200 East Mineral Ave., Centennial
Contact and registration details
- Legal name
- Trailwise Financial Partners, LLC
- Headquarters
- 1536 Cole Boulevard, Suite 205, Golden, CO 80401
- Website
- trailwisefp.com
- Phone
- 720-463-2850
- SEC file
- 801-135454
- Structure
- Colorado LLC
- Fiscal year end
- December
TrailWise Financial Partners uses LPL Financial ($137M) as custodian for its separately managed accounts. TrailWise Financial Partners does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $137M100%
At year end, TrailWise Financial Partners’ separately managed accounts were mostly in funds (67%).
What the accounts hold
- Stocks8%
- Funds67%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
- Other18%
- Structured notes18%
How many clients does TrailWise Financial Partners have?
TrailWise Financial Partners has 203 clients and manages $145 million for them, as of April 2026. They include 146 individual clients, 51 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does TrailWise Financial Partners offer?
TrailWise Financial Partners provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does TrailWise Financial Partners use?
TrailWise Financial Partners’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $137M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does TrailWise Financial Partners have?
TrailWise Financial Partners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 TrailWise Financial Partners invest in?
At the end of its last fiscal year, TrailWise Financial Partners’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 18% other, 8% exchange-traded equities, 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. The 18% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TrailWise Financial Partners?
TrailWise Financial Partners’ direct owners are Emily Biehler, Nicholas Rose and Yizeth Almemar, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does TrailWise Financial Partners get paid?
TrailWise Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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 TrailWise Financial Partners?
TrailWise Financial Partners’ main office is at 1536 Cole Boulevard, Suite 205, Golden, CO 80401. Its phone number is 720-463-2850. Its website is trailwisefp.com.