# Edge Wealth Management, LLC

> 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.

- CRD: 142380
- Filed as: EDGE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142380
- AdvisorCensus page: https://advisorcensus.com/firm/edge-wealth-management-llc-new-york-ny-142380

## Quick answers

**How is Edge Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Edge Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Edge Wealth Management, LLC located?**
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).

**Is Edge Wealth Management, LLC registered with the SEC or a state?**
Edge Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 142380.

**How much does Edge Wealth Management, LLC manage?**
Edge Wealth Management, LLC reports $827,150,449 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**How have Edge Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Edge Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (130); individuals (other than high net worth individuals) (122).

**Which custodians does Edge Wealth Management, LLC use?**
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.

**Does Edge Wealth Management, LLC report any disciplinary disclosures?**
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

**Does Edge Wealth Management, LLC state an account minimum?**
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."

**What changed in Edge Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 2, 2026)

- Account minimum: None

> Edge does not require a minimum asset level or minimum annual fee for investment advisory services.

- Minimum annual fee: None

> Edge does not require a minimum asset level or minimum annual fee for investment advisory services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $827,150,449
- Discretionary: $827,150,449
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 122 | $30,362,440 |
| High net worth individuals | 130 | $776,422,085 |
| Charitable organizations | Fewer than 5 | $20,365,924 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2006 (19 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, NH, NJ, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Manhasset, NY

### Websites listed on Form ADV (Item 1.I)
- edgewealth.com
- LinkedIn @edgewealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $704,846,902 | 8 | February 2, 2021 |
| October 2022 | $846,151,721 | 9 | July 1, 2022 |
| October 2023 | $708,077,309 | 7 | February 7, 2023 |
| October 2024 | $748,694,050 | 8 | February 19, 2024 |
| October 2025 | $770,730,886 | 7 | February 25, 2025 |
| October 2026 | $827,150,449 | 7 | February 2, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edge Wealth Management, LLC (CRD 142380): Form ADV filing data as of October 2026.