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| WealthEdge Investment Advisors LLC
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|---|---|
| CRD # | 126337 |
| SEC # | 801-66845 |
| CIK # | 0002058455 |
| AUM | 472.1 M (2026-04-08) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 212-687-3600 |
| Address | 99 Park Ave New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 12.7 | |
| Apple Inc | 11.5 | |
| Alphabet Inc | 8.9 | |
| Nvidia Corp | 8.8 | |
| Amazon Com Inc | 6.0 | |
| Facebook Inc | 5.7 | |
| Lilly Eli & Co | 4.1 | |
| Prudential Financial Inc | 3.8 | |
| SPDR Gold Trust | 3.8 | |
| Qualcomm Inc/DE | 3.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 58.2 |
| (b) Individuals (high net worth individuals) | 98 | 346.4 |
| (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 | 82 | 64.6 |
| (h) Charitable organizations | 1 | 0.5 |
| (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 | 6 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 948 | 472.1 |
| By Discretionary | ||
| Discretionary | 948 | 472.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 948 | 472.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 472.1 | |
| Total | 948 | 472.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002058455] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Juncture Wealth Strategies LLC
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Coign Capital Advisors LLC
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Blue Water Wealth Inc
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|
Planned Financial Services LLC
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Financial Arcitects Inc
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MI | 472.5 M |
|
Wealth Effects LLC
✚
|
MA | 472.0 M |
|
Rinkey Investments
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|
van Clemens Wealth Management LLC
✚
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MN | 470.4 M |