Trails Edge Wealth Advisers, LLC
Trails Edge Wealth Advisers, LLC is an SEC-registered ria with $153.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Trails Edge Wealth Advisers, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299466, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $153.7M (2026-05-06)
- Firm type
- Ria
- Employees
- 2
- Clients
- 60
- CRD
- 299466
- Ownership
- MYERS, ALAN, FREDERIC; MYERS, SHELLEY, L
How much AUM does Trails Edge Wealth Advisers, LLC have?
Trails Edge Wealth Advisers, LLC reported $153.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Trails Edge Wealth Advisers, LLC?
Disclosed owners and executives of Trails Edge Wealth Advisers, LLC include MYERS, ALAN, FREDERIC, MYERS, SHELLEY, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.