Matthew Gale Falkner
Investment adviser representative at Trails Edge Wealth Advisers, LLC
10 yearsExperience
1 stateRegistered in
$153.7MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Trails Edge Wealth Advisers, LLCAug 2026 to now
- UnemployedSep 2025 to Aug 2026
- Wealth Enhancement GroupJun 2025 to Aug 2025
- Acquis ConsultingAug 2023 to Jun 2025
- ListengageJul 2021 to Aug 2023
- Spaulding RidgeJul 2020 to Jul 2021
- A5 CorporationSep 2019 to Jul 2020
- SalesforceJun 2017 to Sep 2019
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Advisors, LLCMar 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Trails Edge Wealth Advisers, LLC
$153.7MAssets managed
60Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5418789
- Firm CRD
- 299466