Trace Wealth Advisors, LLC

EST. AUM
$295,002,091

CONTACTS

CLIENT ACCOUNTS
116

Firm Details

Metro area Los Angeles
CRD Number 317542
Website tracewealthadvisors.com
Client types

Overview

Trace Wealth Advisors, LLC is an independent, fee-only registered investment adviser based in Los Angeles, California. Founded and led by Peter Heilbron, CFA, the firm operates under a strict fiduciary standard, providing comprehensive financial consulting and discretionary portfolio management to affluent individuals and multi-generational families. The firm distinguishes itself through a technology-forward platform, leveraging tools such as eMoney, Orion, and Nitrogen (formerly Riskalyze) to enhance efficiency and deliver cost-effective solutions. Its investment approach emphasizes simplicity and transparency, utilizing globally diversified portfolios primarily constructed with low-cost ETFs and institutional-grade mutual funds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Trace Wealth Advisors, LLC

Platform Details

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