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, SEC-registered registered investment adviser organized as an LLC and operating since 2006. The firm serves individual and family clients, charging fees based on a percentage of assets under management, and provides financial planning alongside portfolio management for individuals, small businesses, and institutions. It does not present itself as a capital allocator and is not classified 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 Equities53%
- Public Funds/Mutual Funds40%
- US Government Bonds4%
- Other2%
- Cash & Cash Equivalents1%
Contacts
3 of 7
Donald Bond
Senior Financial AdvisorCRD 1021800
Ashley Ramdass
Operations AnalystCRD 8212404
Matthew Weinberg
Co-Founder & PrincipalCRD 1540387
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$207M in ETFs
58%
$121M
42%
$86.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY MBS ETF (MTBA) | Active | Intermediate Government | $53.5M | 1,090,758 | 25.84% |
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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