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WEALTHEDGE INVESTMENT ADVISORS, LLC

NEW YORK, NY · CRD 126337 · IAPD ↗ · wealthedge.com · 212-687-3600

$472.1MRegulatory AUM
6Advisory reps
9Employees
1Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — WEALTHEDGE INVESTMENT ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2026 — WEALTHEDGE INVESTMENT ADVISORS LLC is now doing business as WEALTHEDGE INVESTMENT ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
April 2026 — WEALTHEDGE INVESTMENT ADVISORS, LLC now reports custody of client assets ($1.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
43
March 2025 — WEALTHEDGE INVESTMENT ADVISORS LLC filed an Item 4A succession naming WEALTHEDGE INVESTMENT ADVISORS LLC (CRD 126337) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
70
March 2025 — WEALTHEDGE INVESTMENT ADVISORS LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
August 2024 — WEALTHEDGE INVESTMENT ADVISORS LLC reported RAUM up 32% ($287.4M -> $379.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.