Overview
Assets Under Management: $401 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 75
Average Client Assets: $4 million
Frequently Asked Questions
WEALTHEDGE INVESTMENT ADVISORS 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 #126337), WEALTHEDGE INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
WEALTHEDGE INVESTMENT ADVISORS LLC is headquartered in NEW YORK, NY.
WEALTHEDGE INVESTMENT ADVISORS LLC serves 75 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, WEALTHEDGE INVESTMENT ADVISORS LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
WEALTHEDGE INVESTMENT ADVISORS LLC manages $401 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, WEALTHEDGE INVESTMENT ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.71
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 869
Discretionary Accounts: 869
Regulatory Filings
CRD Number: 126337
Last Filing Date: 2025-02-18 00:00:00
Website: https://wealthedge.com