# Trails Edge Wealth Advisers

Trails Edge Wealth Advisers is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** trailswealth.com
- **LinkedIn:** https://www.linkedin.com/company/alan-myers-2141646

## Regulatory record

- **CRD number:** 299466
- **SEC file number:** 801-135825
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299466

## About

Trails Edge Wealth Advisers, LLC is an SEC-registered investment adviser since 2026. The firm manages approximately $154 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### What services does Trails Edge Wealth Advisers offer?

The firm's services include investment management, financial planning, estate planning, tax optimization, and retirement planning. As an RIA, it delivers these under a fiduciary standard, meaning it must prioritize client interests over its own (per the firm's regulatory filings).

### Where is Trails Edge Wealth Advisers headquartered?

The firm's headquarters is located in the United States. A specific city and street address are not confirmed from public sources available for this profile.

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Last updated: 2026-08-10T23:49:37.812Z

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