EDGE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$827,150,449
Discretionary
$827,150,449
Non-discretionary
$0
Firm details
- CRD number
- 142380
- SEC file number
- 801-67345
- Main office
- NEW YORK, NY, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.EDGEWEALTH.COM
- Fee structure
-
Percentage of AUM
As of October 2026.