# Wealthedge Investment Advisors, LLC

> Wealthedge Investment Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 126337
- Filed as: WEALTHEDGE INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126337
- AdvisorCensus page: https://advisorcensus.com/firm/wealthedge-investment-advisors-llc-new-york-ny-126337

## Quick answers

**How is Wealthedge Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthedge Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Wealthedge Investment Advisors, LLC located?**
Wealthedge Investment Advisors, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Wealthedge Investment Advisors, LLC registered with the SEC or a state?**
Wealthedge Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 126337.

**How much does Wealthedge Investment Advisors, LLC manage?**
Wealthedge Investment Advisors, LLC reports $472,094,713 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).

**How have Wealthedge Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealthedge Investment Advisors, LLC: Regulatory assets under management: $219,328,862 in the October 2021 data and $472,094,713 in the October 2026 data, up 115%. Total employees: 4 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthedge Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (98); pension and profit sharing plans (but not the plan participants or government pension plans) (82).

**Which custodians does Wealthedge Investment Advisors, LLC use?**
Wealthedge Investment 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 Wealthedge Investment 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/126337

**Does Wealthedge Investment Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 8, 2026 says: "A minimum of $50,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances."

**What changed in Wealthedge Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Changed its legal name from Wealthedge Investment Advisors LLC to Wealthedge Investment Advisors, LLC. Regulatory assets under management went from $401,472,611 to $472,094,713 (+18%). Registered or notice-filed in TX. 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
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 8, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> A minimum of $50,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.

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: $472,094,713
- Discretionary: $472,094,713
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 192 | $58,229,104 |
| High net worth individuals | 98 | $346,379,296 |
| 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) | 82 | $64,630,435 |
| Charitable organizations | 1 | $547,616 |
| 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 | 6 | $2,308,262 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wealthedge.com](https://wealthedge.com)
- LinkedIn @wealthedge-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $219,328,862 | 4 | March 24, 2021 |
| October 2022 | $269,277,620 | 5 | March 28, 2022 |
| October 2023 | $250,378,758 | 4 | May 3, 2023 |
| October 2024 | $378,989,882 | 6 | July 10, 2024 |
| October 2025 | $401,472,611 | 8 | February 18, 2025 |
| October 2026 | $472,094,713 | 9 | April 8, 2026 |

Regulatory assets under management: $219,328,862 in the October 2021 data and $472,094,713 in the October 2026 data, up 115%.
Total employees: 4 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Changed its legal name from Wealthedge Investment Advisors LLC to Wealthedge Investment Advisors, LLC.
- Regulatory assets under management went from $401,472,611 to $472,094,713 (+18%).
- Registered or notice-filed in TX.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthedge Investment Advisors, LLC (CRD 126337): Form ADV filing data as of October 2026.