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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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001567163 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Public Storage | 14.1 | ||
| Schlumberger Ltd /NV/ | 12.1 | ||
| Home Depot Inc | 9.8 | ||
| Public Service Enterprise Group Inc | 9.7 | ||
| American Tower Corp /MA/ | 9.7 | ||
| Procter & Gamble Co | 8.6 | ||
| Walt Disney Co | 6.7 | ||
| McDonalds Corp | 6.6 | ||
| Amazon Com Inc | 5.1 | ||
| Roivant Sciences Ltd | 3.2 | ||
| Newmark Group Inc | 2.5 | ||
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| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
North Berkeley Wealth Management LLC
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|
CA | 829.8 M |
|
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Global Financial Private Client LLC
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FL | 828.3 M |
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Impact Retirement Advisors LLC
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827.7 M | |
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Walsh & Associates LLC
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FL | 827.7 M |
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MPS-Loria Financial Planners LLC
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IL | 826.6 M |
|
Aequitas Investment Advisors LLC
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|
MA | 826.1 M |
|
Madden Securities Corporation
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|
TX | 826.0 M |
|
Foguth Wealth Management LLC
✚
|
MI | 825.1 M |
|
Tannin Capital LLC
✚
|
NC | 824.9 M |