# Park Edge Advisors, LLC

> Park Edge Advisors, LLC is an SEC-registered investment advisory firm in Cleveland, OH, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 317521
- Filed as: PARK EDGE ADVISORS, LLC
- Also doing business as: PARK EDGE, WEALTH WORTHY WOMEN
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cleveland, OH
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317521
- AdvisorCensus page: https://advisorcensus.com/firm/park-edge-advisors-llc-cleveland-oh-317521

## Quick answers

**How is Park Edge Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Park Edge Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Park Edge Advisors, LLC located?**
Park Edge Advisors, LLC's principal office is in Cleveland, OH, according to its Form ADV.

**Is Park Edge Advisors, LLC registered with the SEC or a state?**
Park Edge Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317521.

**How much does Park Edge Advisors, LLC manage?**
Park Edge Advisors, LLC reports $522,549,585 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (67% discretionary).

**How have Park Edge Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Park Edge Advisors, LLC: Regulatory assets under management: $0 in the October 2022 data and $522,549,585 in the October 2026 data. Total employees: 9 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Park Edge Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (212); high net worth individuals (100); corporations or other businesses not listed above (12).

**Which custodians does Park Edge Advisors, LLC use?**
Park Edge Advisors, 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 Park Edge Advisors, 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/317521

**Does Park Edge Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "There is an account minimum of $500,000, which may be waived by Park Edge in its discretion."

**What changed in Park Edge Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $438,144,994 to $522,549,585 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $500,000, which may be waived by Park Edge in its discretion.

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: $522,549,585
- Discretionary: $350,659,822
- Non-discretionary: $171,889,763

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 212 | $71,554,002 |
| High net worth individuals | 100 | $410,375,378 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $15,491,898 |
| Charitable organizations | 2 | $13,063,635 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 12 | $12,064,672 |
| Other | 0 | $0 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, MI, NC, NJ, NY, OH, PR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- parkedgeadvisors.com
- Facebook @Park-Edge-Advisors-LLC
- LinkedIn @park-edge-advisors
- YouTube @ParkEdgeAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 9 | September 27, 2022 |
| October 2023 | $384,397,251 | 7 | September 5, 2023 |
| October 2024 | $460,231,808 | 8 | September 13, 2024 |
| October 2025 | $438,144,994 | 8 | April 3, 2025 |
| October 2026 | $522,549,585 | 8 | May 27, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $522,549,585 in the October 2026 data.
Total employees: 9 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $438,144,994 to $522,549,585 (+19%).

### January 2026
- No longer registered or notice-filed in PA.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Park Edge Advisors, LLC (CRD 317521): Form ADV filing data as of October 2026.