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 individual-owned RIA that provides portfolio management for individuals and small businesses and also acts as a capital allocator by selecting third-party advisers. The firm charges fees as a percentage of assets under management and reports it is not an active ESG investor. Trails Edge is SEC-registered (registration year listed as 2026) and identifies its primary client base as individuals and families. Its advisory services emphasize discretionary portfolio management and manager selection rather than pension consulting or institutional suite services.
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
2 of 2Shelley Myers
MemberCRD 2518465
Alan Myers
Managing Partner, Senior Wealth AdvisorCRD 2554527
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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