Wealthedge Investment Advisors, LLC
● SEC registered since 2006CRD 126337SEC# 801-66845New York, NY
Reg. AUM
$472.1M
Employees
9
Accounts
948
Location
New York, NY
Wealthedge Investment Advisors, LLC assets under management
Wealthedge Investment Advisors, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2006. It reports $472.1 million in regulatory assets under management and employs 9 people.
Wealthedge Investment Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Enri Dama Control | Managing Member, Chief Investment Officer, Chief Compliance Officer | 50-75% | 2025 |
| Mark Salerno | Member | 5-10% | 2016 |
| Stan Kagan | Member | 10-25% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealthedge Investment Advisors, LLC manage?
Wealthedge Investment Advisors, LLC reports $472.1 million in regulatory assets under management on its Form ADV.
How many employees does Wealthedge Investment Advisors, LLC have?
Wealthedge Investment Advisors, LLC reports 9 employees.
Where is Wealthedge Investment Advisors, LLC located?
Wealthedge Investment Advisors, LLC is based in New York, NY and has been SEC-registered since 2006.
Does Wealthedge Investment Advisors, LLC disclose fund performance?
Wealthedge Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 99 Park Ave., Suite 1920, New York, NY 10016 |
| Phone | 212-687-3600 |
| Fax | 212-687-3557 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2058455 |
| Discloses disciplinary history | No |
Regulatory AUM
$472.1M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$472.1Mregulatory AUM
Discretionary $472.1M