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TRAILS EDGE WEALTH ADVISERS, LLC

CRD 299466 · SEC 801-135825

Visit website

IL, United States

Phone

847-682-0105

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$153.7M

Discretionary AUM

$153.7M

Team

2 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-06

Disciplinary history

No

Services

Portfolio management (individuals)Selection of other advisersGENERAL ASSET ALLOCATION

Client types

TypeClientsAUM
Individuals31$18.9M
High net worth individuals29$134.8M

States served

IL, FL

All web addresses on file

Official SEC filing: View on IAPD