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Edge Wealth Management
Edge Wealth Management is an SEC-registered investment adviser in NEW YORK, NY, registered since 2006. The firm manages approximately $827 million in...
Edge Wealth Management
Edge Wealth Management is an SEC-registered investment adviser in NEW YORK, NY, registered since 2006. The firm manages approximately $827 million in regulatory assets. It has 7 employees and 5 investment advisers.
General information
Firm type
Generalist
Year founded
2006
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Matthew Weinberg
Co-Founder/Principal
Brett Rosen
Client Development, Insurance/Estate Planning, Financial Advisor
Ryan Babeuf, CFA
Market Strategist, Financial Advisor
Donald Bond
Senior Financial Advisor
John Marx
Senior Financial Advisor
Benjamin Weinberg
Financial Advisor
Ashley Ramdass
CCO/Analyst
Sector focus
Frequently asked questions
What is Edge Wealth's actual investment strategy?
Edge employs a value-oriented, blended strategy focused on fixed income and equities. The firm emphasizes income generation, growth, and tax efficiency as core goals, with daily attention to sector allocation, security selection, and risk management. The strategy is implemented through separate managed accounts rather than pooled vehicles.
How does Edge Wealth structure its client relationships?
Edge operates as a registered investment adviser, serving individuals and families through discretionary managed accounts. A key feature is that the firm's principals invest their own capital alongside clients, a structure designed to align incentives. Specific minimum account sizes or relationship structures are not publicly detailed.
What is Edge Wealth's regulatory status?
Edge Wealth Management LLC is an SEC-registered investment adviser, as inferred from its references to Form ADV and regulatory assets under management. The firm does not publicly share its CRD number or most recent ADV filing date, but the document is accessible through the SEC's Investment Adviser Public Disclosure database.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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