Trails Edge Wealth Advisers provides portfolio management for individuals and small businesses and selecting other managers.
Trails Edge Wealth Advisers reports 60 clients. They include 31 individual clients and 29 high-net-worth individuals. Of its assets, 100.0% ($154M across 60 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 12% |
| High-net-worth individuals | 48% | 88% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 31 | $18.9M | 12.3% | $610K |
| High-net-worth individuals | 29 | $135M | 87.7% | $4.65M |
| Total | 60 | $154M | 100% | $2.56M |
- Clients
- 31
- Regulatory AUM
- $18.9M
- AUM share
- 12.3%
- Avg. per client
- $610K
- Clients
- 29
- Regulatory AUM
- $135M
- AUM share
- 87.7%
- Avg. per client
- $4.65M
Total
- Clients
- 60
- Regulatory AUM
- $154M
- AUM share
- 100%
- Avg. per client
- $2.56M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Trails Edge Wealth Advisers charges 0.50%–1.00% a year for its Investment Advisory Fee. The fee is billed in advance and is negotiable.
Fee details and sources
Alan Myers owns 50% to 75% of Trails Edge Wealth Advisers. The leadership team of Trails Edge Wealth Advisers includes Chief Compliance Officer Alan Myers. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 50% to 75% of Trails Edge Wealth Advisers, LLC
Alan Myers
Control person · since September 2018
- Owns 25% to 50% of Trails Edge Wealth Advisers, LLC
Shelley Myers
since September 2018
Besides its headquarters, Trails Edge Wealth Advisers has 2 offices (2 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Trails Edge Wealth Advisers, LLC
- Headquarters
- Not reported
- Website
- trailswealth.com
- Phone
- 847-682-0105
- SEC file
- 801-135825
- Structure
- Florida LLC
- Fiscal year end
- December
Trails Edge Wealth Advisers’ named custodian for separately managed accounts is Charles Schwab ($154M). Trails Edge Wealth Advisers has custody of $154M for 60 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $154M100%
At year end, Trails Edge Wealth Advisers’ separately managed accounts were mostly in funds (63%) and bonds (16%).
What the accounts hold
- Stocks15%
- Funds63%
- Bonds16%
- State and local bonds10%
- Investment grade corporate bonds3%
- High-yield corporate bonds2%
- U.S. government and agency bonds1%
- Cash5%
- Other1%
- Derivatives1%
How many clients does Trails Edge Wealth Advisers have?
Trails Edge Wealth Advisers has 60 clients and manages $154 million for them, as of September 2026. They include 31 individual clients and 29 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 September 2026
What services does Trails Edge Wealth Advisers offer?
Trails Edge Wealth Advisers provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Trails Edge Wealth Advisers charge?
Trails Edge Wealth Advisers charges 0.50%–1.00% a year for its Investment Advisory Fee. The fee is billed in advance and is negotiable.
Source: TRAILS EDGE WEALTH ADVISERS ADV PART 2A, filed 11 March 2026
Which custodians does Trails Edge Wealth Advisers use?
Trails Edge Wealth Advisers’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $154M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 September 2026
How many financial advisors does Trails Edge Wealth Advisers have?
Trails Edge Wealth Advisers has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Trails Edge Wealth Advisers invest in?
At the end of its last fiscal year, Trails Edge Wealth Advisers’ separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 10% state and local bonds, 5% cash and equivalents, 3% investment grade corporate bonds, 2% high-yield corporate bonds, 1% U.S. government and agency bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Trails Edge Wealth Advisers?
Trails Edge Wealth Advisers’ direct owners are Alan Myers (50% to 75%) and Shelley Myers (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 September 2026
How does Trails Edge Wealth Advisers get paid?
Trails Edge Wealth Advisers is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Trails Edge Wealth Advisers?
Its phone number is 847-682-0105. Its website is trailswealth.com.