# Edge Wealth Management

Edge Wealth Management is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** www.edgewealth.com
- **LinkedIn:** https://www.linkedin.com/company/edge-wm

## Regulatory record

- **CRD number:** 142380
- **SEC file number:** 801-67345
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142380

## About

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.

## Sectors

- Fixed Income
- Equities

## People

- 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

## 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.

## Related profiles

- [Edgewater Place Capital](https://altss.com/profile/edgewater-place-capital)
- [Edgewood Capital Advisors](https://altss.com/profile/edgewood-capital-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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