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PARK EDGE ADVISORS, LLC

CLEVELAND, OH · CRD 317521 · IAPD ↗ · parkedgeadvisors.com · (216) 727-0144

$522.5MRegulatory AUM
5Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — PARK EDGE ADVISORS, LLC crossed $500M in regulatory AUM ($438.1M -> $522.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — PARK EDGE ADVISORS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — PARK EDGE ADVISORS, LLC now reports custody of client assets ($148.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
64
February 2025 — PARK EDGE ADVISORS, LLC reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
January 2025 — PARK EDGE ADVISORS, LLC notice-filed in CA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
October 2024 — PARK EDGE ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
May 2024 — PARK EDGE ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
May 2024 — PARK EDGE ADVISORS, LLC notice-filed in FL, MI, NC, PR, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — PARK EDGE ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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