{
  "crd_number": 142380,
  "slug": "edge-wealth-management-llc-new-york-ny-142380",
  "primary_business_name": "EDGE WEALTH MANAGEMENT, LLC",
  "legal_name": "EDGE WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-12-04",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-02-02",
  "carried_forward": false,
  "raum_total": 827150449.0,
  "raum_discretionary": 827150449.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 20365924.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 30362440.0,
      "count": 122
    },
    "high_net_worth_individuals": {
      "raum": 776422085.0,
      "count": 130
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "NH",
    "NJ",
    "NY",
    "PA"
  ],
  "websites": [
    "https://edgewealth.com",
    "https://linkedin.com/company/edgewealthmanagement/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142380",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/edge-wealth-management-llc-new-york-ny-142380",
  "display_name": "Edge Wealth Management, LLC",
  "summary": "Edge Wealth Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 2, 2026.",
  "citation": "AdvisorCensus. Edge Wealth Management, LLC (CRD 142380): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Edge Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Edge Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Edge Wealth Management, LLC located?",
      "a": "Edge Wealth Management, LLC's principal office is in New York, NY, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Edge Wealth Management, LLC registered with the SEC or a state?",
      "a": "Edge Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 142380."
    },
    {
      "q": "How much does Edge Wealth Management, LLC manage?",
      "a": "Edge Wealth Management, LLC reports $827,150,449 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Edge Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Edge Wealth Management, LLC: Regulatory assets under management: $704,846,902 in the October 2021 data and $827,150,449 in the October 2026 data, up 17%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Edge Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (130); individuals (other than high net worth individuals) (122)."
    },
    {
      "q": "Which custodians does Edge Wealth Management, LLC use?",
      "a": "Edge Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Edge Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142380"
    },
    {
      "q": "Does Edge Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 2, 2026 says: \"Edge does not require a minimum asset level or minimum annual fee for investment advisory services.\""
    },
    {
      "q": "What changed in Edge Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 704846902.0,
      "total_employees": 8,
      "filing_date": "2021-02-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 846151721.0,
      "total_employees": 9,
      "filing_date": "2022-07-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 708077309.0,
      "total_employees": 7,
      "filing_date": "2023-02-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 748694050.0,
      "total_employees": 8,
      "filing_date": "2024-02-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 770730886.0,
      "total_employees": 7,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 827150449.0,
      "total_employees": 7,
      "filing_date": "2026-02-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Edge does not require a minimum asset level or minimum annual fee for investment advisory services."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "Edge does not require a minimum asset level or minimum annual fee for investment advisory services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "Edge does not require a minimum asset level or minimum annual fee for investment advisory services.",
      "Edge does not require a minimum asset level or minimum annual fee for investment advisory services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/edge-wealth-management-llc-new-york-ny-142380.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 122,
      "fewer_than_5": false,
      "raum": 30362440.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 130,
      "fewer_than_5": false,
      "raum": 776422085.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 20365924.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142380",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}