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EDGE FINANCIAL ADVISORS, LLC

WHEATON, IL · CRD 136426 · IAPD ↗ · 630-221-1000

$512.5MRegulatory AUM
8Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
May 2026 — EDGE FINANCIAL ADVISORS, LLC (WHEATON, IL) left the SEC roster (was $512.5M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2026 — EDGE FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($379.3M -> $512.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
51
March 2025 — EDGE FINANCIAL ADVISORS, LLC notice-filed in LA, MI, OR, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2024 — EDGE FINANCIAL ADVISORS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2024 — EDGE FINANCIAL ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
March 2024 — EDGE FINANCIAL ADVISORS, LLC now reports custody of client assets ($10.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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