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| Happy Holidays!! thanks for using AUM13F!! |
| Edge Wealth Management LLC
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| CRD # | 142380 |
| SEC # | 801-67345 |
| CIK # | 0001567163 |
| AUM | $770.7 M (2025-02-25) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 212-682-0133 |
| Address | 805 Third Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 41.4 | ||
| Apple Inc | 37.8 | ||
| Alphabet Inc | 32.3 | ||
| J P Morgan Chase & Co | 25.8 | ||
| Wal Mart Stores Inc | 21.2 | ||
| Waste Management Inc | 17.5 | ||
| BlackRock Inc | 16.7 | ||
| Exxon Mobil Corp | 15.2 | ||
| General Dynamics Corp | 14.8 | ||
| American Tower Corp /MA/ | 13.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 31.0 |
| (b) Individuals (high net worth individuals) | 130 | 712.8 |
| (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 | 18.9 |
| (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 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 472 | 770.7 |
| By Discretionary | ||
| Discretionary | 472 | 770.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 472 | 770.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 770.4 | |
| Total | 472 | 770.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001567163] |
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|---|---|---|
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Integrated Investment Consultants LLC
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MI | 0.8 |
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TX | 0.8 |
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ORG Partners LLC
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IN | 0.8 |
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Lanham Odell & Co Inc
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FSA Wealth Partners Inc
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MD | 0.8 |
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The High Net Worth Advisory Group LLC
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FL | 0.8 |
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CCG Wealth Management LLC
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CA | 0.8 |