Traverse Private Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,905,953
Clients
18
44% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
TypicalAverage account size
$1,605,886
About
Traverse Private Wealth is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm also provides retirement plan consulting and ERISA‑related services alongside individualized investment management for a small client base and relatively modest assets under management.
The adviser constructs client‑specific portfolios with authority to select individual equity and fixed‑income securities, employing tactical, strategic and buy‑and‑hold approaches informed by fundamental, technical, cyclical and quantitative analysis. Accounts are reviewed on a regular basis and certain client types (for example, foundations, endowments, guardianships and nonprofits) are provided written investment policy statements and periodic reporting through the custodian.
Compared with many solo independent advisers, Traverse offers pension and retirement plan consulting and typically contracts directly with plan sponsors in a model intended to avoid third‑party revenue conflicts. The firm also directs clients to a single custodian and may use sub‑advisors for particular strategies, a structure that can simplify custody and fee deduction but may constrain the ability to shop executions across multiple broker‑dealers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Active portfolio management
Fee options
Fixed fees for retirement plans, ranging from $3,000 to $20,000 based on plan size
$0 - $2,000,000: 0.75% annually Over $2,000,000+: 0.60% annually
$250 per hour for standalone financial planning services
Minimum fee: Standalone financial planning minimum fee of $2,500
Main office location
Traverse Private Wealth
201 King Of Prussia Road, Suite 650
Radnor PA 19087, United States
Number of offices
1
Most active in
Traverse Private Wealth has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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