Edge Wealth Management, LLC

Edge Wealth Management, LLC (CRD# 142380) is a financial advisory firm headquartered in New York, NY. They manage $748,694,050 in 460 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
805 Third Avenue, Floor 12, New York, NY 10022
http://www.edgewealth.com
By the Numbers
  • Total Assets Under Management
    749
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $1,627,596
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY, PA

Financial Advisors at Edge Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Ryan Babeuf, financial advisor Havertown PA
Ryan Babeuf
CRD#: 7296124
Havertown, PA

Ryan Babeuf (CRD# 7296124) is an Investment Advisor Representative working at Edge Wealth Management, LLC in Havertown, PA and has over 13 years of experience in the finance industry.

2
Donald Bond, financial advisor New York NY
Donald M. Bond
CRD#: 1021800
805 Third Avenue, Floor 12, New York, NY 10022

Donald Bond (CRD# 1021800) is an Investment Advisor Representative working at Edge Wealth Management, LLC in New York, NY and has over 42 years of experience in the finance industry.

3
John Marx, financial advisor New York NY
John R. Marx
CRD#: 1062448
805 Third Avenue, Floor 12, New York, NY 10022

John Marx (CRD# 1062448) is an Investment Advisor Representative working at Edge Wealth Management, LLC in New York, NY and has over 15 years of experience in the finance industry.

4
Andrew Schoenfeld, financial advisor New York NY
Andrew J. Schoenfeld
CRD#: 1658488
805 Third Avenue, Floor 12, New York, NY 10022

Andrew Schoenfeld (CRD# 1658488) is an Investment Advisor Representative working at Edge Wealth Management, LLC in New York, NY and has over 34 years of experience in the finance industry.

5
Benjamin Weinberg, financial advisor New York NY
Benjamin Weinberg
CRD#: 7367992
805 Third Avenue, Floor 12, New York, NY 10022

Benjamin Weinberg (CRD# 7367992) is an Investment Advisor Representative working at Edge Wealth Management, LLC in New York, NY and has over 2 years of experience in the finance industry.

6
Matthew Weinberg, financial advisor New York NY
Matthew A. Weinberg
CRD#: 1540387
805 Third Avenue, Floor 12, New York, NY 10022

Matthew Weinberg (CRD# 1540387) is an Investment Advisor Representative working at Edge Wealth Management, LLC in New York, NY and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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