Overview
Assets Under Management: $771 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 130
Average Client Assets: $5 million
Frequently Asked Questions
EDGE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142380), EDGE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EDGE WEALTH MANAGEMENT, LLC is headquartered in NEW YORK, NY.
EDGE WEALTH MANAGEMENT, LLC serves 130 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, EDGE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
EDGE WEALTH MANAGEMENT, LLC manages $771 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, EDGE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.48
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 472
Discretionary Accounts: 472
Regulatory Filings
CRD Number: 142380
Last Filing Date: 2025-02-25 00:00:00
Website: https://edgewealth.com