Edge Wealth Advisors LLC
Edge Wealth Advisors LLC (CRD# 172216) is a financial advisory firm headquartered in West Allis, WI. They manage $4,339,359 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$149,633
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Robert Joyce (CRD# 4800300) is an Investment Advisor Representative working at Edge Wealth Advisors LLC in West Allis, WI and has over 6 years of experience in the finance industry.
Marshall Watry (CRD# 6366601) is an Investment Advisor Representative working at Edge Wealth Advisors LLC in West Allis, WI and has over 3 years of experience in the finance industry.