Edge Wealth Management is an investment advisor in New York with $846.15 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
141980838
SEC advisor number
801-67345
FINRA CRD number
142380
AUM ?
$708.08 mm
(as of 7 Feb 23)
Accounts
503
(as of 7 Feb 23)
Employees
7
(6 investment advisory or research)
Address
Edge Wealth Management
805 3RD AVE 12TH FLOOR
NEW YORK
NY 10022
805 3RD AVE 12TH FLOOR
NEW YORK
NY 10022
Phone
2126820133
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21
13F-HR
Quarterly holdings report by institutional manager
23 Jul 21
13F-HR
Quarterly holdings report by institutional manager
9 Apr 21
13F-HR
Quarterly holdings report by institutional manager
19 Jan 21