Overview
Assets Under Management: $401 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 75
Average Client Assets: $4 million
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