9AT: MICHAEL TRAXLER WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date	02/24/2026
Registration	SEC, Approved, 06/16/2021
Other registrations (2)	Minnesota, Terminated, 08/02/2021 Texas, Terminated, 06/28/2021
ADV Location	NEW PRAGUE, MN, United States
Contact Info	952 xxxxxxx
Websites

AUM^*	194,691,700 15%
of that, discretionary	194,691,700 15%
Number of Employees	6 20%
of those in investment advisory functions	4 33%
Private Fund GAV^*	0
Avg Account Size	177,638 4%
% High Net Worth	6.00% -2%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FAGAN ASSOCIATES INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM940.7m	#Funds-
Adviser PORTFOLIO DESIGN LABS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM624.9m	#Funds-
Adviser CHESAPEAKE FINANCIAL PLANNING	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM152.9m	#Funds-
Adviser OAKBOURNE ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM347.9m	#Funds-
Adviser ALLIANCE FINANCIAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM271.8m	#Funds-
Adviser TYLER-STONE WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM598.9m	#Funds-
Adviser MBE WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM977.1m	#Funds-
Adviser FREEDOM WEALTH ALLIANCE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM279.8m	#Funds-
Adviser LYNNLEIGH & COMPANY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM161.5m	#Funds-
Adviser MOSS, LUSE & WOMBLE, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM803.2m	#Funds-

Brochure Summary

Overview

Item 5 Additional Compensation ............................................................................................................................ 18 Item 6 Supervision ........................................................................................................................................................ 18 Firm Description Michael Traxler Wealth Management, LLC (“MTWM”) was founded in 2005 and began offering advisory services in 2016. Michael P. Traxler is 100% owner. Colleen Traxler is the Chief Compliance Officer. Types of Advisory Services ASSET MANAGEMENT MTWM offers discretionary direct asset management services to advisory Clients. MTWM will offer Clients ongoing portfolio management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. The Client will authorize MTWM discretionary authority to execute selected investment program transactions as stated within the Investment Advisory Agreement. ANNUITY MANAGEMENT MTWM offers discretionary direct asset management services to advisory Clients on their annuities. MTWM will work with individuals to assemble an appropriate portfolio of investment options as provided through the insurance company that services

annuity investments. The accounts will be monitored on an annual basis. FINANCIAL PLANNING AND CONSULTING If financial planning services are applicable, a thorough review of all applicable topics including but not limited to, Wills, Estate Plans and Trusts, Investments, Taxes, IRAs, Roth IRAs, Qualified Retirement Plans, Insurance, Retirement Income, Social Security, College Planning, Annuities, and Lending will be reviewed. If a conflict of interest exists between the interests of MTWM and the interests of the Client, the Client is under no obligation to act upon MTWM’s recommendation. If the Client elects to act on any of the recommendations, the Client is under no obligation to effect the transaction through MTWM. Financial plans will be completed and delivered inside of sixty (60) days contingent upon timely delivery of all required documentation. Client Tailored Services and Client Imposed Restrictions The goals and objectives for each Client are documented in our Client files. Investment strategies are created that reflect the stated goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without written Client consent. Wrap Fee Programs MTWM does not sponsor any wrap fee programs. Client Assets under Management MTWM has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $127, 871, 913 $0 October 3, 2023

MICHAEL TRAXLER WEALTH MANAGEMENT, LLC

MICHAEL TRAXLER WEALTH MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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MICHAEL TRAXLER WEALTH MANAGEMENT, LLC MICHAEL TRAXLER WEALTH MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

MICHAEL TRAXLER WEALTH MANAGEMENT, LLC

MICHAEL TRAXLER WEALTH MANAGEMENT, LLC