V Peter Traphagen
Financial advisor at Traphagen Investment Advisors LLC · Oradell, NJ
Last updated 2026-10-10
Claim your profileV Peter Traphagen is a financial advisor at Traphagen Investment Advisors LLC in Oradell, NJ, CRD 2925616. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2003-03-28.
Registration
- CRD number
- 2925616
- Registration status
- Active
- IAPD registration
- 2003-03-28
- Industry Experience
- 23 years
- Work Experience
- 56 years
- States registered
- NJ
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
- Personal Financial Specialist
Work history
- 1970-01 to Present · Traphagen & Traphagen Cpas · Oradell, NJ
- 1997-09 to Present · Traphjagen Investment Advisors, LLC · Oradell, NJ
Current employment
- Traphagen Financial Group · Oradell, NJ
Traphagen Investment Advisors LLC
- Regulatory AUM
- $2,278,123,079
- Registered advisors
- 16
- Offices
- 2
- Clients per advisor
- 127.4 (High)
- Average AUM per client
- $1.1M (Low)
- High-net-worth client ratio
- 27.5% (Moderate)
Traphagen Investment Advisors LLC: advisors, services and reported ETF investments
About
V Peter Traphagen is a CFP®, Personal Financial Specialist financial advisor at Traphagen Financial Group, operating as Traphagen Investment Advisors LLC in Oradell, NJ. Reported securities licenses include Series 63 and Series 65. The latest record indicates 23 years of industry experience and 56 years of reported work history. Reported roles include Traphjagen Investment Advisors, LLC, Traphagen & Traphagen Cpas.
SEC disclosures list additional business and community activities: Traphagen & Traphagen Cpas 234 Kinderkamack Road Oradell.
Traphagen Investment Advisors LLC's firm-level Form ADV reports 16 advisors across 2 offices; approximately 127.4 clients per advisor, average assets per client of $1,117,823, and regulatory AUM of $2.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $1.1B across 92 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to V Peter Traphagen personally.
Reported ETF positions
Traphagen Investment Advisors reports 92 ETF positions worth $1.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $361.3M |
| AVUS — Avantis U.S. Equity ETF | $130.1M |
| VFLO — VictoryShares Free Cash Flow ETF | $99.2M |
| GFLW — VictoryShares Free Cash Flow Growth ETF | $78.6M |
| JSI — Janus Henderson Securitized Income ETF | $55.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Traphagen Investment Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $361.3M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $361.3M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | MGK — Vanguard Morningstar Mega Cap Growth ETF | $683.2K | Top 97.7% | Residual alpha +0.84% · Residual Sharpe 0.03 |
| Diversification Benefits | VFLO — VictoryShares Free Cash Flow ETF | $99.2M | Top 96.2% | Replicability (R²) 76.1% · Residual Sharpe 0.48 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Traphagen Investment Advisors LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Hourly Charges
Business and affiliations
- Insurance Broker or Agent
- Accountant or Accounting Firm
- Accountant or Accounting Firm
Location
234 Kinderkamack Road, Oradell, NJ 07649
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 201-262-1040
- Website: tfgllc.com
- Youtube
Official record
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