Trails Edge Wealth Advisers, LLC
● SEC registered since 2026CRD 299466SEC# 801-135825
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Frederic Myers Control | Managing Member And Chief Compliance Officer | 50-75% | 2018 |
| Shelley L Myers | Member | 25-50% | 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
| Phone | 847-682-0105 |
| Office hours | 8:00 a.m. To 4:00 p.m. Cst |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$153.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$153.7Mregulatory AUM
Discretionary $153.7M