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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Yizeth Fernanda Almemar

Yizeth F. Almemar

TRAILWISE FINANCIAL PARTNERS
GOLDEN, CO 80401
Some features on this profile are disabled
CRD#: 6470405
Yizeth Fernanda Almemar

Professional summary

Yizeth Fernanda Almemar, CFP®, who also goes by Yizeth Fernanda Acevedo Pena, is a registered financial advisor currently at TRAILWISE FINANCIAL PARTNERS, LLC located in Golden, Colorado.

Yizeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Yizeth has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Yizeth Fernanda Acevedo Pena

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yizeth Fernanda Almemar's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

December 15, 2022 - Present

TRAILWISE FINANCIAL PARTNERS, LLC

Office #1: 1536 Cole Boulevard Suite 205, Golden, CO 80401
RIA
CRD#: 323530
GOLDEN, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(12/15/2022)
IAR
Texas
(12/20/2022)

Exams

Current Firm

TF
TRAILWISE FINANCIAL PARTNERS, LLC
TRAILWISE FINANCIAL PARTNERS, LLC

CRD#: 323530 / SEC#: 801-135454

Colorado
Registered Investment Advisory firm - (12/12/2022 Approved)
Louisiana
Registered Investment Advisory firm - (4/18/2023 Approved)
Texas
Registered Investment Advisory firm - (12/20/2022 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1536 Cole Boulevard Suite 205, Golden, CO 80401
Mailing Address
Phone number
(720) 463-2850
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (1/30/2026)

Regulatory assets under management

Total Number of Accounts666
AUM (Assets Under Management)$ 144,773,386

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRAILWISE FINANCIAL PARTNERS, LLC

CRD#: 323530Golden, CO 80401

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