Michael Traxler Wealth Management, LLC
Firm details
- Headquarters
- New Prague, Minnesota
- CRD number
- 285427
- Registered since
- June 16, 2021
- Website
- www.michaeltraxler.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals64.08%
- HNWI34.02%
- Charitable Organizations1.9%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Michael Traxler Wealth Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm advises both individual and family clients as well as institutional accounts, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its billing combines a percentage-of-assets-under-management fee with hourly charges. The firm does not position itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
- Other4%
- US Government Bonds1%
Owners & executives
2 of 2
Michael Traxler
President, Chief Investment OfficerCRD 4275996
Colleen Traxler
Chief Compliance OfficerCRD 7820247
Contacts
3 of 3
Isaac Buehler
Investment Advisor RepresentativeCRD 8066897
Ernest Pepel
Associate Financial Advisor and ITCRD 7241658
Ted Hefty
Investment Advisor RepresentativeCRD 7728132
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Prague, MN
Le Sueur
Location
New Prague, MN
Headquartered in New Prague, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Le Sueur
- Address
- 222 Main St E
- Time zone
- CT (UTC-6)
- Office locations
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