Edge Financial Advisors, LLC
CRD 136426SEC# 801-64547Wheaton, IL
No longer SEC-registered. Edge Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$512.5M
Employees
10
Accounts
1,155
Location
Wheaton, IL
Edge Financial Advisors, LLC assets under management
Edge Financial Advisors, LLC operates as an SEC-registered investment adviser based in Wheaton, IL. It reports $512.5 million in regulatory assets under management and employs 10 people.
Edge Financial Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward James Meek Control | Ceo /Member | Over 75% | 2005 |
| James L Alexander | Investment Advisory Representative | 10-25% | 2022 |
| Jeremy Robert Schletz Control | Chief Compliance Officer | 5-10% | 2023 |
Frequently asked questions
How much does Edge Financial Advisors, LLC manage?
Edge Financial Advisors, LLC reports $512.5 million in regulatory assets under management on its Form ADV.
How many employees does Edge Financial Advisors, LLC have?
Edge Financial Advisors, LLC reports 10 employees.
Where is Edge Financial Advisors, LLC located?
Edge Financial Advisors, LLC is based in Wheaton, IL.
Does Edge Financial Advisors, LLC disclose fund performance?
Edge Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 West Wesley Street, Suite 1, Wheaton, IL 60187 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$512.5M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$512.5Mregulatory AUM
Discretionary $509.8MNon-discretionary $2.7M