EDGE WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2006

Total AUM

$827M

Discretionary

$827M

100% of AUM

Avg account

$1.8M

Accounts

453

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 142380
Registered since: December 4, 2006
Website: www.edgewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI93.87%
Individuals3.67%
Charitable Organizations2.46%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Edge Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2006 and focuses on individual and family clients. The firm charges fees as a percentage of assets under management and combines financial planning with discretionary portfolio management for individuals, small businesses and institutional accounts. Its stated portfolio preference is equities, with a clear tilt toward exchange-traded instruments, while maintaining a multi-asset toolkit for client-specific needs. Investment activity shows a manager willing to mix broad market exposures via ETFs and direct equity positions alongside targeted fixed-income and specialty ETF allocations. Edge Wealth Management files active 13F holdings and manages a concentrated number of public positions while also using third-party alternative managers for non‑public exposures. The firm does not identify as an active ESG investor.