Trails Edge Wealth Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trails Edge Wealth Advisers provides discretionary and non‑discretionary investment advisory and portfolio management services to individuals (including high net worth clients), as well as to corporations, pension plans, endowments, foundations, estates and trusts. The firm constructs individualized portfolios after assessing objectives, risk tolerance and liquidity needs, and it monitors accounts on an ongoing basis.
The firm combines asset-allocation work (including mean‑variance optimization) with multiple methods of analysis—fundamental, technical, quantitative and qualitative—and may employ strategies that include options, futures, structured notes, leveraged/inverse ETFs, REITs and hedge funds when suitable and authorized. Trails Edge also uses third‑party model managers and sub‑advisers accessed through the GeoWealth platform to implement many portfolios and retains monitoring and hiring/firing authority over those sub‑advisers.
Noteworthy features for a small, supported adviser include a concentrated advisor structure (one advisor managing about $153.7 million in discretionary assets across roughly 60 clients) and routine use of a model manager/sub‑adviser platform rather than relying solely on in‑house management. The firm’s advisory professionals are also licensed insurance agents who may receive commissions for insurance sales, and Trails Edge participates in custodial institutional programs (including Schwab) that provide soft‑dollar benefits and platform services while charging separate model/strategy fees in addition to the firm’s advisory fee.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,002 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Commission-based compensation for insurance products sold by licensed insurance agents within the firm.
Main office
See officeLakewood Ranch FL
Advisors at this office
1
Most active in
Florida · Illinois · North Carolina
Also doing business as
Trails Edge Wealth Advisers, LLC · Verity Investment Advisers, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew F
Series 65, Series 66
Charlotte, NC
Trails Edge Wealth Advisers, LLC
Matthew Falkner is a financial advisor with Trails Edge Wealth Advisers, LLC in Charlotte, NC. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to joining Trails Edge Wealth Advisers, he worked at firms including Wealth Enhancement Group, Acquis Consulting, Listengage, Spaulding Ridge, Salesforce, Wells Fargo, Credit Suisse Securities, and Lehman Brothers. Trails Edge Wealth Advisers provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, including high net worth clients, as well as to corporations, pension plans, endowments, foundations, estates, and trusts. The firm uses a combination of asset allocation and multiple analytical methods to construct and monitor individualized portfolios, often employing third-party model managers and sub-advisers accessed through the GeoWealth platform.
Alan M
Series 63, Series 65
Lakewood Ranch, FL
Trails Edge Wealth Advisers, LLC
Alan Myers is a financial advisor at Trails Edge Wealth Advisers, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Credit Suisse Securities, Deutsche Bank Securities, and Morgan Stanley. He serves as co-trustee of his father's trust. Trails Edge Wealth Advisers provides discretionary and non-discretionary portfolio management services to individuals, including high net worth clients, as well as institutions such as corporations, pension plans, and endowments. The firm uses a combination of asset allocation and multiple analytical methods, integrating third-party model managers and sub-advisers to manage client portfolios.
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