{
  "crd_number": 285427,
  "slug": "michael-traxler-wealth-management-llc-new-prague-mn-285427",
  "primary_business_name": "MICHAEL TRAXLER WEALTH MANAGEMENT, LLC",
  "legal_name": "MICHAEL TRAXLER WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "New Prague",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-16",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-24",
  "carried_forward": false,
  "raum_total": 194691700.0,
  "raum_discretionary": 194691700.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 3702445.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 124753250.0,
      "count": 403
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 66236005.0,
      "count": 26
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/MichaelTraxlerWealthManagement",
    "https://facebook.com/ernie.pepel",
    "https://facebook.com/mike.trax.568",
    "https://linkedin.com/company/michael-traxler-wealth-management",
    "https://linkedin.com/in/ernie-pepel-a315a8196",
    "https://linkedin.com/in/mtraxler",
    "https://michaeltraxler.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285427",
  "city_as_filed": "NEW PRAGUE",
  "url": "https://advisorcensus.com/firm/michael-traxler-wealth-management-llc-new-prague-mn-285427",
  "display_name": "Michael Traxler Wealth Management, LLC",
  "summary": "Michael Traxler Wealth Management, LLC is an SEC-registered investment advisory firm in New Prague, MN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.",
  "citation": "AdvisorCensus. Michael Traxler Wealth Management, LLC (CRD 285427): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Michael Traxler Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Michael Traxler Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Michael Traxler Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 24, 2026 states: Hourly rate: $200 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Michael Traxler Wealth Management, LLC located?",
      "a": "Michael Traxler Wealth Management, LLC's principal office is in New Prague, MN, according to its Form ADV."
    },
    {
      "q": "Is Michael Traxler Wealth Management, LLC registered with the SEC or a state?",
      "a": "Michael Traxler Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 285427."
    },
    {
      "q": "How much does Michael Traxler Wealth Management, LLC manage?",
      "a": "Michael Traxler Wealth Management, LLC reports $194,691,700 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Michael Traxler Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Michael Traxler Wealth Management, LLC: Regulatory assets under management: $111,838,066 in the October 2021 data and $194,691,700 in the October 2026 data, up 74%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Michael Traxler Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (403); high net worth individuals (26); charitable organizations (4)."
    },
    {
      "q": "Which custodians does Michael Traxler Wealth Management, LLC use?",
      "a": "Michael Traxler Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Trade-PMR Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Michael Traxler Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285427"
    },
    {
      "q": "Does Michael Traxler Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 24, 2026 says: \"MTWM requires a minimum of $ 100,000 to open an account. In certain instances, the minimum account size may be lowered or waived based on factors such as related accounts, anticipated future earnings capacity, periodic funding, as well as other Client specific situations.\""
    },
    {
      "q": "What changed in Michael Traxler Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $169,944,366 to $194,691,700 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 111838066.0,
      "total_employees": 3,
      "filing_date": "2021-08-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 128748000.0,
      "total_employees": 3,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 115425000.0,
      "total_employees": 4,
      "filing_date": "2023-04-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 141061983.0,
      "total_employees": 5,
      "filing_date": "2024-02-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 169944366.0,
      "total_employees": 6,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 194691700.0,
      "total_employees": 6,
      "filing_date": "2026-02-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $169,944,366 to $194,691,700 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 an hour (financial planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "MTWM requires a minimum of $ 100,000 to open an account. In certain instances, the minimum account size may be lowered or waived based on factors such as related accounts, anticipated future earnings capacity, periodic funding, as well as other Client specific situations."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (financial planning)"
        ],
        "quotes": [
          "MTWM charges an hourly fee of $200 for financial planning. Prior to the planning process the Client will be provided an estimated plan fee."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning"
        }
      ]
    },
    "quotes": [
      "MTWM requires a minimum of $ 100,000 to open an account. In certain instances, the minimum account size may be lowered or waived based on factors such as related accounts, anticipated future earnings capacity, periodic funding, as well as other Client specific situations.",
      "MTWM charges an hourly fee of $200 for financial planning. Prior to the planning process the Client will be provided an estimated plan fee."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Trade-PMR Inc.",
      "name_as_filed": "TRADE-PMR INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/michael-traxler-wealth-management-llc-new-prague-mn-285427.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 403,
      "fewer_than_5": false,
      "raum": 124753250.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 66236005.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 3702445.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285427",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}