Trails Edge Wealth Advisers, LLC
Firm details
- Headquarters
- ,
- CRD number
- 299466
- Registered since
- April 10, 2026
- Website
- trailswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.7%
- Individuals12.3%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Trails Edge Wealth Advisers, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2026. The firm is owned by an individual and positions itself as a capital allocator serving individuals and families. Its advisory mandate centers on portfolio management for individuals and small businesses and on selecting third-party advisers and managers. Fees are billed as a percentage of assets under management. Trails Edge does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities15%
- State & Local Bonds10%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
Contacts
3 of 3
Alan Myers
Managing Partner, Senior Wealth AdvisorCRD 2554527
Shelley Myers
MemberCRD 2518465
Matthew Falkner
Investment Adviser RepresentativeCRD 5418789
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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