About the firm
Founded in 2006 by Matt Weinberg and Doug Spitz, Edge Wealth Management, LLC is a registered investment advisor (RIA) with the U.S. Securities and Exchange Commission operating on a fee-based fiduciary model. The firm's objective is to maximize investment returns while preserving capital via diversification and risk management, with an emphasis on income generation, growth, and tax efficiency.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Strategic investment management including money management, sector allocation, security selection, and risk management; fixed income and equity products; limited financial planning; and education, counsel, and information about insurance and estate planning needs.
Who they serve
High-net-worth investors, institutions, family offices, and young professionals.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of February 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EDGE Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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