# Slight Edge Wealth Strategies

Slight Edge Wealth Strategies is a RIA based in Jacksonville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Jacksonville, United States
- **Region:** North America
- **Address:** Orlando, FL, United States
- **Assets under management:** Undisclosed
- **Website:** slightedgewealth.com
- **LinkedIn:** https://www.linkedin.com/company/slight-edge-insurance-financial-services-llc

## Regulatory record

- **CRD number:** 338689
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338689

## About

Slight Edge Wealth Strategies provides virtual financial planning and investment management services. The firm combines investment strategy, tax awareness, insurance planning, and estate considerations into one coordinated plan. It emphasizes human-to-human connections and builds wealth through small, deliberate advantages applied consistently.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning

## People

- Francis M. Walsh — CEO

## Questions

### Who runs investment decisions at Slight Edge Wealth Strategies?

Francis M. Walsh serves as CEO and leads the firm's investment and financial planning decisions. He is the only publicly named principal, with no other advisors or key personnel disclosed. The firm states its fiduciary duty to clients on its website.

### How does Slight Edge Wealth Strategies source its investment ideas?

The firm uses a disciplined long-term investment approach focused on asset allocation and diversification. It does not actively source proprietary private deal flow; instead, it constructs portfolios using publicly traded securities, mutual funds, and ETFs, with an emphasis on tax efficiency and retirement planning.

### What investment stages does Slight Edge Wealth Strategies typically target?

The firm targets no specific private market stage. Its focus is on public market securities and financial planning for clients in or near retirement. It does not engage in venture capital, growth equity, or direct private investments.

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Last updated: 2026-08-11T15:08:11.274Z

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