Overview
Assets Under Management: $154 million
High-Net-Worth Clients: 29
Average Client Assets: $4.6 million
Frequently Asked Questions
TRAILS EDGE WEALTH ADVISERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299466), TRAILS EDGE WEALTH ADVISERS, LLC is subject to fiduciary duty under federal law.
TRAILS EDGE WEALTH ADVISERS, LLC serves 29 high-net-worth clients according to their SEC filing dated April 23, 2026. View client details ↓
According to their SEC Form ADV, TRAILS EDGE WEALTH ADVISERS, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
TRAILS EDGE WEALTH ADVISERS, LLC manages $154 million in client assets according to their SEC filing dated April 23, 2026.
According to their SEC Form ADV, TRAILS EDGE WEALTH ADVISERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.70%
Average Client Assets: $4.6 million
Total Client Accounts: 60
Discretionary Accounts: 60
Regulatory Filings
CRD Number: 299466
Filing ID: 2098062
Last Filing Date: 2026-04-23 13:20:06