Yizeth Fernanda Almemar

Employer firm

Trailwise Financial Partners, LLC CRD 323530

$145M regulatory AUM 22 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Trailwise Financial Partners, Llc

1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-01-17
TX	RA	APPROVED	2022-12-20

CO RA
APPROVED

Since 2025-01-17
TX RA
APPROVED

Since 2022-12-20

Branch Locations

1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Commonwealth Financial Network (Dba: Summit Wealth Group)	Lakewood	CO	03/2015	11/2019
Trailwise Financial Partners	Denver	CO	01/2020	Present

03/2015 → 11/2019

Commonwealth Financial Network (Dba: Summit Wealth Group)

Lakewood, CO
01/2020 → Present

Trailwise Financial Partners

Denver, CO

Other Businesses

07/2021- NOVATRAK, LLC. MANAGING MEMBER. PROPRIETARY WEB BASED SOFTWARE SOLUTION FOR FINANCIAL PLANNING. ASSISTS WITH BUSINESS DEVELOPMENT AND STRATEGY. SPENDS LESS THAN 15% OF TIME EACH MONTH.

Employer firm

Current Employers

Trailwise Financial Partners, Llc

Disclosures

Employment History

Other Businesses

Designations

Other Names

Reviews