Edgewater Management Partners LLC
RIASEC Registered
Total AUM
$2.7M
Discretionary
$2.7M
100% of AUM
Avg account
$544K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 309715
- Website
- edgewatermp.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Edgewater Management Partners LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to cater to a client base that includes individual investors and families. Edgewater Management Partners utilizes a performance-based fee structure, aligning their interests with those of their clients. The firm does not engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
1 of 1
Simon Wu
Founder & CIOCRD 5206413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
IHP Wealth Management
RIAAUM $2.7MTEAM 1REPS 1
Wealthbound Advisors
RIAAUM $2.7MTEAM 1REPS 1
Global Macro Asset Management LLC
RIALas Vegas, NV
AUM $2.7MTEAM 2REPS 2
Magis Management, LLC
RIAAUM $2.7MTEAM 1REPS 1
Clearpeak Capital Management
RIAAUM $2.7MTEAM 1REPS 1
Fortune Capital Management LLC
RIAAUM $2.7MTEAM 1REPS 2