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, SEC-registered RIA organized as an LLC and owned by an individual. The firm provides discretionary portfolio management for individuals, small businesses and selects other advisers as part of its implementation toolkit. It serves both high-net-worth individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management plus other fee arrangements. The firm identifies itself as a capital allocator and deploys third-party managers alongside in-house decisions. It does not position itself as an active ESG investor.
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 65Active vs passive
$183M in ETFs
90%
$165M
7%
$18.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $19M | 25,436 | 10.37% |
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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