Michael Traxler Wealth Management, Llc
- Regulatory AUM
- $195M
- Discretionary
- $195M
- Clients
- 433
- Avg AUM / client
- $450K
- Accounts
- 1,096
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 403 | $125M | 64.1% |
| High net worth individuals | 26 | $66.2M | 34.0% |
| Charitable organizations | 4 | $3.7M | 1.9% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael P. Traxler | Managing Member/Investment Advisor Representative | May 2005 (21y) | 75% or more | |
| Traxler, Colleen | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Ernest John Pepel | Registered representative | Mar 2020 (6y) | ||
| Ted Jacob Hefty | Registered representative | Apr 2023 (3y) | ||
| Isaac Jay Buehler | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 892 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- TradePMR $179M (92% of AUM) Feb 2026
- Lincoln Financial Securities Corporation $5.0M (4% of AUM) Oct 2023
- American Funds/Cb&T $4.3M (3% of AUM) Oct 2023
- American Funds Distributors, Inc. $4.2M (3% of AUM) Mar 2022
- Nationwide Bank $625K (0% of AUM) Mar 2022
- Lincoln Financial Group Trust Company, Inc. $117K (0% of AUM) Aug 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗