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| Keyboard |
| Trails Edge Wealth Advisers LLC
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|---|---|
| CRD # | 299466 |
| SEC # | 801-135825 |
| CIK # | |
| AUM | 153.7 M (2026-05-06) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 847-682-0105 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 18.9 |
| (b) Individuals (high net worth individuals) | 29 | 134.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 60 | 153.7 |
| By Discretionary | ||
| Discretionary | 60 | 153.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 60 | 153.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.7 | |
| Total | 60 | 153.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Maggi Investment Services LLC
✚
|
FL | 154.0 M |
|
ATFS Advisers LLC
✚
|
153.9 M | |
|
Uptown Financial Advisors LLC
✚
|
TX | 153.8 M |
|
S & S Wealth Management LP
✚
|
TX | 153.8 M |
|
Prien Asset Management LLC
✚
|
NM | 153.7 M |
|
Maiden Cove Capital LLC
✚
|
ME | 153.7 M |
|
Platt Investment Counsel LLC
✚
|
153.6 M | |
|
GEA Sphere LLC
✚
|
RI | 153.6 M |
|
RH Dinel Investment Counsel Inc
✚
|
CA | 153.5 M |
|
Wise Wealth Partners LLC
✚
|
AZ | 153.5 M |