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| WealthEdge Investment Advisors LLC
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|---|---|
| CRD # | 126337 |
| SEC # | 801-66845 |
| CIK # | |
| AUM | $379.0 MM (2024-07-10) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 212-687-3600 |
| Address | 99 Park Ave New York, NY 10016 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 64.7 |
| (b) Individuals (high net worth individuals) | 62 | 241.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 84 | 71.5 |
| (h) Charitable organizations | 3 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 834 | 379.0 |
| By Discretionary | ||
| Discretionary | 834 | 379.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 834 | 379.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.0 | |
| Total | 834 | 379.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Nvest Financial LLC
✚
|
NH | 0.4 |
|
VAM Group Inc
✚
|
MI | 0.4 |
|
Aspire Wealth Management Corporation
✚
|
MA | 0.4 |
|
Financial Life Focus LLC
✚
|
PA | 0.4 |
|
RAIN Capital Management LLC
✚
|
OR | 0.4 |
|
Essential Planning LLC
✚
|
NH | 0.4 |
|
Wealthvalues LLC
✚
|
CA | 0.4 |
|
Redmond Asset Management LLC
✚
|
VA | 0.4 |
|
van Leeuwen & Associates Inc
✚
|
KY | 0.4 |
|
Halter Ferguson Financial Inc
✚
|
IN | 0.4 |