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Trails Edge Wealth Advisers, LLC

● SEC registered since 2026CRD 299466SEC# 801-135825
Export (members)
Reg. AUM
$153.7M
Employees
2
Accounts
60
Location

Trails Edge Wealth Advisers, LLC assets under management

Trails Edge Wealth Advisers, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $153.7 million in regulatory assets under management and employs 2 people.

Trails Edge Wealth Advisers, LLC owners & executives

2 reported
NameTitleOwnershipSince
Alan Frederic Myers ControlManaging Member And Chief Compliance Officer50-75%2018
Shelley L MyersMember25-50%2018

Frequently asked questions

How much does Trails Edge Wealth Advisers, LLC manage?

Trails Edge Wealth Advisers, LLC reports $153.7 million in regulatory assets under management on its Form ADV.

How many employees does Trails Edge Wealth Advisers, LLC have?

Trails Edge Wealth Advisers, LLC reports 2 employees.

Does Trails Edge Wealth Advisers, LLC disclose fund performance?

Trails Edge Wealth Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone847-682-0105
Office hours8:00 a.m. To 4:00 p.m. Cst
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$153.7M
Non-discretionary$0
Total (RAUM)$153.7M