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| Edge Wealth Management LLC
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|---|---|
| CRD # | 142380 |
| SEC # | 801-67345 |
| CIK # | 0001567163 |
| AUM | $827.2 M (2026-02-02) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 212-682-0133 |
| Address | 805 Third Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 56.5 | ||
| Apple Inc | 47.8 | ||
| Microsoft Corp | 29.2 | ||
| J P Morgan Chase & Co | 27.9 | ||
| Wal Mart Stores Inc | 23.6 | ||
| Johnson & Johnson | 19.6 | ||
| General Dynamics Corp | 17.7 | ||
| Waste Management Inc | 16.8 | ||
| Merck & Co Inc | 15.9 | ||
| BlackRock Inc | 15.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 30.4 |
| (b) Individuals (high net worth individuals) | 130 | 776.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 20.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 453 | 827.2 |
| By Discretionary | ||
| Discretionary | 453 | 827.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 453 | 827.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 826.7 | |
| Total | 453 | 827.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001567163] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
North Berkeley Wealth Management LLC
✚
|
CA | 0.8 |
|
Mason & Associates Inc
✚
|
CA | 0.8 |
|
Global Financial Private Client LLC
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|
FL | 0.8 |
|
Impact Retirement Advisors LLC
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|
0.8 | |
|
Walsh & Associates LLC
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|
FL | 0.8 |
|
Mps-Loria Financial Planners LLC
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|
IL | 0.8 |
|
Aequitas Investment Advisors LLC
✚
|
MA | 0.8 |
|
Madden Securities Corporation
✚
|
TX | 0.8 |
|
Foguth Wealth Management LLC
✚
|
MI | 0.8 |
|
Tannin Capital LLC
✚
|
NC | 0.8 |