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Member · Trails Edge Wealth Advisers, LLC

Shelley L. Myers

CRD 2518465 · Named on Form ADV at one SEC-registered adviser

At a glance

Trails Edge Wealth Advisers, LLC, an SEC-registered wealth manager with $154 million in regulatory assets, lists Shelley L. Myers on its Form ADV as Member.

Firms and roles

AtlasMembers

Shelley’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Alan F. MyersManaging Member and Chief Compliance Officer, Trails Edge Wealth Advisers, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shelley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.