Edge Wealth Management, LLC
● SEC registered since 2006CRD 142380SEC# 801-67345New York, NY
Reg. AUM
$827.2M
Employees
7
Accounts
453
Location
New York, NY
Edge Wealth Management, LLC assets under management
Edge Wealth Management, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2006. It reports $827.2 million in regulatory assets under management and employs 7 people.
Edge Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Ramdass Control | Chief Compliance Officer | Under 5% | 2025 |
| Brett Neil Rosen | Member | 5-10% | 2012 |
| Matthew Alan Weinberg Control | Managing Member | Over 75% | 2006 |
Frequently asked questions
How much does Edge Wealth Management, LLC manage?
Edge Wealth Management, LLC reports $827.2 million in regulatory assets under management on its Form ADV.
How many employees does Edge Wealth Management, LLC have?
Edge Wealth Management, LLC reports 7 employees.
Where is Edge Wealth Management, LLC located?
Edge Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2006.
Does Edge Wealth Management, LLC disclose fund performance?
Edge Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 805 Third Avenue, Floor 12, New York, NY 10022 |
| Phone | 212-682-0133 |
| Fax | 212-682-9592 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1567163 |
| Discloses disciplinary history | No |
Regulatory AUM
$827.2M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$827.2Mregulatory AUM
Discretionary $827.2M