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 registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owner-operated and serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals and small businesses. Compensation is primarily a percentage of assets under management, with hourly billing available for certain services. The firm is not a capital allocator and does not report active ESG investing or pension-consulting activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2MICHAEL TRAXLER
President, Chief Investment OfficerCRD 4275996
Colleen Traxler
Chief Compliance OfficerCRD 7820247
Contacts
3 of 3Isaac 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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