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| Edge Wealth Management LLC
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| |
|---|---|
| CRD # | 142380 |
| SEC # | 801-67345 |
| CIK # | 0001567163 |
| AUM | $748.7 MM (2024-02-19) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 212-682-0133 |
| Address | 805 Third Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 40.6 | |
| MSFT | 1,918,222.4 | 37.4 | |
| GOOGL | 1,475,138.5 | 34.4 | |
| JPM | 340,169.2 | 18.4 | |
| WM | 61,816.0 | 16.7 | |
| MRK | 232,371.9 | 15.4 | |
| GD | 61,231.2 | 15.1 | |
| WMT | 335,434.5 | 14.9 | |
| PSA | 54,670.2 | 13.0 | |
| AMT | 117,747.1 | 12.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 22.5 |
| (b) Individuals (high net worth individuals) | 152 | 697.7 |
| (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 | 18.2 |
| (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 | 10.3 |
| (n) Other | 0 | 0.0 |
| Total | 460 | 748.7 |
| By Discretionary | ||
| Discretionary | 460 | 748.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 460 | 748.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 748.7 | |
| Total | 460 | 748.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001567163] |
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|---|---|---|
|
King Wealth Management Group LLC
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|
FL | 0.8 |
|
Rudney Associates Inc
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CA | 0.8 |
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VA | 0.8 |
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Archer Investment Corporation
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Kohmann Bosshard Financial Services LLC
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OH | 0.7 |
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BOS Asset Management LLC
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IL | 0.7 |
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Hudock Inc
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PA | 0.7 |
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Addison Capital LLC
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PA | 0.7 |
|
Linden Global Strategies LLC
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NY | 0.7 |
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Sterling Investment Advisors Ltd
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PA | 0.7 |