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TRAILS EDGE WEALTH ADVISERS, LLC

· CRD 299466 · IAPD ↗ · trailswealth.com. · 847-682-0105

$153.7MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — TRAILS EDGE WEALTH ADVISERS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2026 — TRAILS EDGE WEALTH ADVISERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
May 2026 — TRAILS EDGE WEALTH ADVISERS, LLC (location n/a) is newly SEC-registered with $153.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.