Shelley Myers is not listed as a control person, but directly owns between 25% and 50% of Trails Edge Wealth Advisers.
Trails Edge Wealth Advisers is an investment adviser, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $154 million, as filed on 3 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 2518465
- Firm
- Trails Edge Wealth Advisers · CRD 299466
- Role
- Member
- In role since
- September 2018 · 8 years
- Control person
- Not listed
- Direct ownership
- 25% to 50%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Shelley Myers work?
Shelley Myers has held the title Member at Trails Edge Wealth Advisers, LLC since September 2018.
How can I verify Shelley Myers’ record?
Shelley Myers’ role is listed on Trails Edge Wealth Advisers, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 299466.