WEALTHEDGE INVESTMENT ADVISORS, LLC

Overview

Wealthedge Investment Advisors, LLC is an SEC-registered advisory firm formed in 2006 and organized as a limited liability company with individual ownership. The firm serves both individual and family clients as well as institutional clients, providing discretionary portfolio management for individuals and small businesses and acting as a selector of third‑party advisers and managers. It operates as a capital allocator rather than a single-manager boutique and charges fees based primarily on a percentage of assets under management, with other fee arrangements also used. Wealthedge is not positioned as an ESG-focused advisor, does not present itself as a multi‑state adviser, and does not provide pension consulting. The firm lists an industry affiliation with an accountant, which suggests coordination with tax or financial reporting professionals when structuring client portfolios or selecting external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices