# TRAILS EDGE WEALTH ADVISERS, LLC

TRAILS EDGE WEALTH ADVISERS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 299466
- Type: SEC-registered investment adviser
- SEC file number: 801-135825
- Phone: 847-682-0105
- Latest filing: 2026-05-06
- Regulatory AUM: $153.7M
- Discretionary AUM: $153.7M
- Clients: 2
- Accounts: 60

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Alan Frederic Myers | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Shelley L Myers | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299466/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299466/similar
- Related entities: https://search.stillhousedata.com/firm/299466/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299466

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.