CRD: 299466
Trails Edge Wealth Advisers, LLC
$153.7M Total AUM
$153.7M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2018
- Office Locations
- 1
Office Locations
-- Lakewood Ranch FL
About Trails Edge Wealth Advisers, LLC
Trails Edge Wealth Advisers, LLC is a Lakewood Ranch-based RIA. The firm has been operating for 7 years. Managing $153.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
53 AVG AGE
$153.7M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
7.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Owner & Executives
ALAN FREDERIC MYERS
Chief Compliance Officer, Managing Member, President
- CRD
- #2554527
- Ownership
- 50% but less than 75%
Available
Available
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S
SHELLEY L MYERS
--
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,700,000 | $2,561,667 |
| Non-Discretionary | $0 | -- |
| Total | $153,700,000 | $2,561,667 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
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Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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