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Trails Edge Wealth Advisers

EST. AUM
$153,700,000

CONTACTS

CLIENT ACCOUNTS
60

Firm Details

Metro area Tampa
CRD Number 299466
Website trailswealth.com
Client types

Overview

Trails Wealth Management, LLC is a U.S.-based registered investment advisor providing wealth management and financial planning services to high-net-worth individuals and families. The firm focuses on building diversified portfolios across public and private markets, incorporating both traditional and alternative investments. It offers customized investment strategies aligned with client objectives, risk tolerance, and long-term financial goals. Trails Wealth emphasizes a fiduciary approach, delivering advisory services that include portfolio construction, financial planning, and ongoing investment monitoring. The firm integrates third-party managers and alternative investment opportunities into client portfolios. Its model aligns with multi-asset allocation and wealth advisory practices.

Platform Details

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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