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  2. Trailwise Financial Partners, LLC

Filings through Oct 24, 2026.

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Trailwise Financial Partners, LLC

EIN 84-3627615-financial services-Latest filing 2025
Plans
1
Retirement
1
$174K assets
Welfare
0
Participants
3
1536 COLE BLVD, SUITE 205 - GOLDEN, CO 80401720-463-2850trailwisefp.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$174K - 3 part

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Retirement#001

TRAILWISE FINANCIAL PARTNERS LLC 401K PSP

401(k)

Assets$174K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRAILWISE FINANCIAL PARTNERS LLC 401K PSP401(k)$174K32025
Retirement plans
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