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EDGE WEALTH MANAGEMENT, LLC
CRD 142380 · SEC 801-67345
805 THIRD AVENUE, FLOOR 12, NEW YORK, NY, 10022, United States
Phone
212-682-0133
Fax
212-682-9592
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$827.2M
Discretionary AUM
$827.2M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $30.4M |
| High net worth individuals | 130 | $776.4M |
States served
CA, NJ, NY, PA, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD