Trace Wealth Advisors, LLC
Trace Wealth Advisors, LLC is a registered investment adviser based in Los Angeles, California. The firm, primarily owned by Peter Heilbron, was founded in 2019 and serves primarily high net worth individuals, charitable organizations, and corporate clients. As of March 2025, the firm manages over $273 million in assets and operates with a small team, reflective of its boutique, client-centric approach to wealth management.
Investment Strategy
Trace Wealth Advisors focuses on delivering personalized portfolio management and wealth planning for high net worth individuals and families, charitable entities, and select institutional clients. The firm's investment strategy centers on diversified asset allocation, with extensive use of ETFs and traditional equities across sectors including technology, consumer staples, and industrials. The firm emphasizes a disciplined, long-term approach, tailoring strategies to each client's risk tolerance and objectives, and avoids proprietary products or commingled funds, maintaining a transparent and client-first philosophy.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 14.91% | $18.3M | 60,054 | $290.33 | $303.93 | +$2.9M |
A AVUS | AMERICAN CENTY ETF TR | 13.24% | $16.2M | 160,770 | $96.69 | $100.82 | +$892.2K |
V VEA | VANGUARD TAX-MANAGED FDS | 8.60% | $10.5M | 184,752 | $48.04 | $57.01 | +$1.3M |
A AVDE | AMERICAN CENTY ETF TR | 7.12% | $8.7M | 117,811 | $61.57 | $74.01 | +$855.5K |
A AVUV | AMERICAN CENTY ETF TR | 6.18% | $7.6M | 83,075 | $96.33 | $91.10 | -$41.8K |