# Trails Edge Wealth Advisers, LLC

> Trails Edge Wealth Advisers, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 299466
- Filed as: TRAILS EDGE WEALTH ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299466
- AdvisorCensus page: https://advisorcensus.com/firm/trails-edge-wealth-advisers-llc-299466

## Quick answers

**How is Trails Edge Wealth Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trails Edge Wealth Advisers, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Trails Edge Wealth Advisers, LLC registered with the SEC or a state?**
Trails Edge Wealth Advisers, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 299466.

**How much does Trails Edge Wealth Advisers, LLC manage?**
Trails Edge Wealth Advisers, LLC reports $153,700,000 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**What types of clients does Trails Edge Wealth Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (29).

**Which custodians does Trails Edge Wealth Advisers, LLC use?**
Trails Edge Wealth Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Trails Edge Wealth Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299466

**Does Trails Edge Wealth Advisers, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "Trails Edge does not typically impose a minimum account size for its investment advisory services. However, we have the discretion to decline a client relationship if we do not think we can add value based on the account size, fee structure and other transaction costs."

**What changed in Trails Edge Wealth Advisers, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: None

> Trails Edge does not typically impose a minimum account size for its investment advisory services. However, we have the discretion to decline a client relationship if we do not think we can add value based on the account size, fee structure and other transaction costs.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $153,700,000
- Discretionary: $153,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $18,900,000 |
| High net worth individuals | 29 | $134,800,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trailswealth.com
- LinkedIn @alan-myers-2141646

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NC.

### May 2026
- Newly registered with the SEC.
- No longer lists an office in Northbrook, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trails Edge Wealth Advisers, LLC (CRD 299466): Form ADV filing data as of October 2026.