Wealthedge Investment Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 126337
- Registered since
- July 10, 2006
- Website
- wealthedge.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI73.37%
- Pension & Profit Sharing Plans13.69%
- Individuals12.33%
- Corporations / Businesses0.49%
- Charitable Organizations0.12%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthedge Investment Advisors, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2006. The firm acts as a capital allocator for both individual/family clients and institutional accounts, providing discretionary portfolio management for individuals and small businesses and selecting third‑party advisers and managers on behalf of clients. Their fee model includes a percentage of assets under management plus other fee arrangements. The firm does not identify as an active ESG investor and does not position itself as a multi‑state adviser or pension consultant.
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
- Exchange Traded Equities55%
- Public Funds/Mutual Funds16%
- Private Funds13%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Fahad Hasan
Chief Compliance Officer & Managing MemberCRD 5027292
Contacts
3 of 6
Yandie Liautaud
Managing PartnerCRD 4735895
Enri Dama
Managing PartnerCRD 6013993
John Preston
Principal & Portfolio ManagerCRD 1043338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$170M in ETFs
90%
$152M
7%
$17.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $15.8M | 24,239 | 9.28% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 99 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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