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EDGE WEALTH MANAGEMENT, LLC

NEW YORK, NY · CRD 142380 · IAPD ↗ · edgewealth.com · 212-682-0133

$827.2MRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — EDGE WEALTH MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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