# Trader Wealth Management

Trader Wealth Management is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed (Altss estimate: <$500M managed across a small group of client families)
- **LinkedIn:** https://www.linkedin.com/company/bherr

## Regulatory record

- **CRD number:** 147190
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147190

## About

TRADER WEALTH MANAGEMENT, LLC is a state-registered investment adviser in BARRINGTON, IL. The firm manages $93 million in assets, $67 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### Does Trader Wealth Management make direct investments or only fund commitments?

While no public investment activity is available, trading-background multi-family offices frequently combine direct investments — particularly co-investments and SPVs in financial services and technology — with fund commitments to external managers in private equity, venture capital, and hedge funds. The mix depends on the internal team's capacity to diligence direct deals and the sourcing advantages of the principals.

## Related profiles

- [Trade Investment Analysis Group](https://altss.com/profile/trade-investment-analysis-group)
- [Tradesy](https://altss.com/profile/tradesy)

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Last updated: 2026-07-06T01:24:27.327Z

Canonical page: https://altss.com/profile/trader-wealth-management-llc

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