Peter Heilbron
Trace Wealth Advisors · Los Angeles, California
Peter Heilbron is a fee-only financial advisor at Trace Wealth Advisors in Los Angeles, California, who holds the CFA credential. Trace Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Trace Wealth Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $295.0M across 116 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5102751 |
| Exams passed | Series 63 (2006) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.tracewealthadvisors.com |
| Profile |
How Peter's firm compares
- Trace Wealth Advisors's average account is about $2.5 million, from its Form ADV (assets managed divided by 116 accounts).
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Questions about Peter
Is Peter Heilbron a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Trace Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Trace Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Peter Heilbron based?
Peter Heilbron is based in Los Angeles, California.
What credentials does Peter Heilbron hold?
Peter Heilbron holds the CFA credential.
Is Peter Heilbron registered with the SEC?
Yes. Peter Heilbron is registered as an investment adviser representative in CA (CRD 5102751), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Trace Wealth Advisors manage?
Trace Wealth Advisors reports $295.0M across 116 accounts in assets under management.
How do I contact Peter Heilbron?
Through Peter's website, www.tracewealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Angeles
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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