Edge Wealth Management, LLC
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
FINTRXOverview
Edge Wealth Management, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2006. The firm serves individuals and families on a fee model tied to a percentage of assets under management, and its advisory services include financial planning and portfolio management for both private clients and smaller business or institutional accounts. The firm reports a clear equity preference in public markets and uses third-party managers for alternative allocations rather than acting as a capital allocator itself.
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 Equities53%
- Public Funds/Mutual Funds40%
- US Government Bonds4%
- Other2%
- Cash & Cash Equivalents1%
Contacts
3 of 7
Matthew Weinberg
Co-Founder & PrincipalCRD 1540387
Brett Rosen
Client DevelopmentCRD 2674579
Ryan Babeuf
Market StrategistCRD 7296124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$245M in ETFs
86%
$210M
14%
$34.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | BlackRock | Passive | Short Government | $123M | 1,518,562 | 50.29% |
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
- 805 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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