# WealthEdge

WealthEdge is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed
- **Website:** wealthedge.com
- **LinkedIn:** https://www.linkedin.com/company/wealthedge-advisors

## Regulatory record

- **CRD number:** 126337
- **SEC file number:** 801-66845
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126337

## About

WealthEdge was established in 1985 in New York, positioning itself as an investment advisor for individuals, high-net-worth families, and businesses. As an early entrant in the independent wealth management space, the firm predates the wave of wirehouse breakaways that shaped the RIA industry in the 2000s. The firm offers portfolio management and financial planning, a dual mandate that typically spans asset allocation, security selection, and broader family-office-style services such as estate planning coordination. The geographic focus is anchored in the New York metropolitan area. WealthEdge's operational scale remains private. The firm does not publicly disclose assets under management or headcount, a common posture for closely held advisory practices that do not solicit institutional capital. No acquisitions, public filings, or regulatory disclosures point to the firm managing outside vehicles or participating in GP stakes. Structurally, WealthEdge's most significant differentiator is its longevity as a private, unbranded wealth management practice in a consolidating industry. This architecture typically aligns advisor compensation directly with client outcomes, unmediated by product-manufacturing incentives that can arise in larger financial institutions.

## Related profiles

- [Wealthdrive Advisory](https://altss.com/profile/wealthdrive-advisory)
- [WealthFD](https://altss.com/profile/wealthfd)

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Last updated: 2026-08-11T02:43:31.692Z

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