Trails Edge Wealth Advisers, LLC: new SEC registration, $154M AUM,
Trails Edge Wealth Advisers, LLC: new SEC registration, $154M AUM, . Its amount of 154 is above the median of 134 (58th percentile). Dated 208 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 154 · 58th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 10 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Trails Edge Wealth Advisers, LLC |
| Legal name | Trails Edge Wealth Advisers, LLC |
| CRD | 299466 |
| Status | Approved |
| Registered with the SEC | 2026-04-10 |
| Latest Form ADV filing | 2026-09-03 |
| Regulatory AUM | $153,700,000 |
| Accounts | 60 |
| Employees | 2 |
| Website | https://www.trailswealth.com. |
| amount percentile | 58th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-10
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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45 / 100 Score
- $154M under management.
- Website on file.
What is the NewRiaPulse record for Trails Edge Wealth Advisers, LLC?
Trails Edge Wealth Advisers, LLC received SEC registration as an investment adviser (2026-04-10) with $153,700,000 in regulatory assets under management, based in .
How does Trails Edge Wealth Advisers, LLC compare to other NewRiaPulse records?
Its amount of 154 sits in the upper half (58th percentile) of 1,149 records; the median is 134. It is 208 days old; check the official source for later updates before acting.
Trails Edge Wealth Advisers, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Trails Edge Wealth Advisers, LLC | 154 | 58th | 2026-04-10 | |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.