# TRACE WEALTH ADVISORS

TRACE WEALTH ADVISORS is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** tracewealthadvisors.com

## Regulatory record

- **CRD number:** 317542
- **SEC file number:** 801-122954
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317542

## About

TRACE WEALTH ADVISORS is an SEC-registered investment adviser in LOS ANGELES, CA, registered since 2022. The firm manages approximately $295 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at TRACE WEALTH ADVISORS?

No named principal or investment committee has been publicly identified for TRACE WEALTH ADVISORS in any available source. The firm does not appear to have disclosed a CEO, CIO, or managing partner.

### Does TRACE WEALTH ADVISORS invest directly in companies or funds?

No data is available on direct investments, fund commitments, or co-investments by TRACE WEALTH ADVISORS. The firm's investment activities are not publicly documented.

### What geographic regions does TRACE WEALTH ADVISORS serve?

The firm's geographic footprint is unknown. No city, state, or country in its headquarters or additional offices has been publicly disclosed.

### Has TRACE WEALTH ADVISORS disclosed any recent activities or new hires?

No recent operational events—such as new hires, institutional capital raises, or partnership announcements—have been found for TRACE WEALTH ADVISORS in public sources as of mid-2026.

### What investment sectors does TRACE WEALTH ADVISORS focus on?

The firm does not publicly disclose sector preferences. No targeted industries, stage focuses, or investment theses are available in the public domain.

## Related profiles

- [Sursum Financial](https://altss.com/profile/sursum-financial-llc)
- [Neville Wealth Management](https://altss.com/profile/neville-wealth-management)

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Last updated: 2026-07-11T13:35:45.000Z

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