Edge Wealth Management, LLC

Edge Wealth Management, LLC (CRD# 142380) is a financial advisory firm headquartered in New York, NY. They manage $757,784,419 in 700 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    758
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $1,082,549
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, NJ, NY, PA, TX

Financial Advisors at Edge Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Richard Spinner
CRD#: 1465308
805 Third Avenue, Floor 12, New York, NY 10022
96
Wealthminder
score

Richard Spinner (CRD# 1465308) is an Investment Advisor Representative working at Edge Wealth Management, LLC in New York, NY and has over 29 years of experience in the finance industry. Richard Spinner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John D. Pak
CRD#: 2741277
805 Third Avenue, Floor 12, New York, NY 10022
93
Wealthminder
score

John Pak (CRD# 2741277) is an Investment Advisor Representative working at Edge Wealth Management, LLC in New York, NY and has over 12 years of experience in the finance industry.

3
Matthew S. Oil
CRD#: 6076844
805 Third Avenue, Floor 12, New York, NY 10022
88
Wealthminder
score

Matthew Oil (CRD# 6076844) 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.

4
Michael Silver
CRD#: 2350025
805 Third Avenue, Floor 12, New York, NY 10022
87
Wealthminder
score

Michael Silver (CRD# 2350025) is an Investment Advisor Representative working at Edge Wealth Management, LLC in New York, NY and has 1 year of experience in the finance industry.

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