WEALTHEDGE INVESTMENT ADVISORS, LLC
SEC RegisteredCharting the Course of Your Financial Journey.
About the firm
At Wealth Edge, we provide a higher standard of financial guidance, combining personalized attention with strategic insight to help clients achieve lasting clarity, confidence, and growth. Located at 99 Park Avenue in Midtown Manhattan, our team specializes in accounting, financial management, financial planning, and tax strategy, crafting tailored solutions that align with your unique goals and aspirations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, and accounting and tax services, including portfolio design, comprehensive financial strategies, and tax planning and optimization.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 192 | $58M |
| High Net Worth Individuals | 98 | $346M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 82 | $65M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of April 8, 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. WEALTHEDGE INVESTMENT ADVISORS, 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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