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| Happy Holidays!! thanks for using AUM13F!! |
| WealthEdge Investment Advisors LLC
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| CRD # | 126337 |
| SEC # | 801-66845 |
| CIK # | 0002058455 |
| AUM | $401.5 M (2025-02-18) |
| Employees | 8 (75% Investors, 12% Brokers) |
| Phone | 212-687-3600 |
| Address | 99 Park Ave New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002058455 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.7 | ||
| Apple Inc | 5.2 | ||
| Nvidia Corp | 4.7 | ||
| Bristol Myers Squibb Co | 4.5 | ||
| Amazon Com Inc | 4.1 | ||
| Alphabet Inc | 3.6 | ||
| Qualcomm Inc/DE | 3.5 | ||
| United Parcel Service Inc | 3.5 | ||
| HCP Inc | 2.9 | ||
| Community Healthcare Trust Inc | 2.3 | ||
| LyondellBasell Industries NV | 2.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 66.6 |
| (b) Individuals (high net worth individuals) | 75 | 271.8 |
| (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 | 84 | 61.5 |
| (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 | 869 | 401.5 |
| By Discretionary | ||
| Discretionary | 869 | 401.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 869 | 401.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.5 | |
| Total | 869 | 401.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002058455] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Centered Wealth LLC
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|
TX | 0.4 |
|
Concorde Financial Corporation
✚
|
TX | 0.4 |
|
Signature Wealth Management Group LLC
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GA | 0.4 |
|
Accretive Wealth Partners LLC
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|
NJ | 0.4 |
|
Thayer Partners LLC
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|
0.4 | |
|
Objectivity Squared LLC
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|
SC | 0.4 |
|
Wealth Advisors of Tampa Bay LLC
✚
|
FL | 0.4 |
|
Roth Financial Partners LLC
✚
|
TX | 0.4 |
|
Seascape Capital Management LLC
✚
|
NH | 0.4 |
|
Abel Hall LLC
✚
|
LA | 0.4 |