Edge Wealth Management LLC
Legal Name: EDGE WEALTH MANAGEMENT, LLC
Full Contact Details
Edge Wealth Management LLC
805 THIRD AVENUE, FLOOR 12, NEW YORK, NY
212-682-0133
212-682-9592
Other Info
Edge Wealth Management, LLC is a NY-based Limited Liability Company that provides financial advisory services. With a team of 9 employees, all employed in advisory roles, the firm's SEC status is approved, and it was registered on December 4, 2006. While the number of clients served remains a mystery, Edge Wealth Management is committed to delivering quality financial services.
Edge Wealth Management LLC | Strategic Investment Management
Strategic Investment Management. The investment strategy at Edge is one of value and diversification utilizing a unique blend of fixed income and equity products.
Direct Owners
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BRETT NEIL ROSEN
MEMBER owns more than 5% but less than 10%
-
DOUGLAS JOHN SPITZ
MANAGING MEMBER owns more than 25% but less than 50%
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MATTHEW ALAN WEINBERG
MANAGING MEMBER / CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
Firms Located Nearby
- Gotham Asset Management LLC
- Mutual of America Capital Management LLC
- SK Capital Partners LP
- Transatlantique Private Wealth LLC
- Briarwood Chase Management LLC
- Wafra Capital Partners Inc
- Terrapin Asset Management LLC
- Resource Alternative Advisor LLC
- Wisdomtree Asset Management Inc
- Blackstone Mezzanine Advisors LP
News
- Exploring the Evolving Landscape: A Deep Dive into Edge Wealth Management LLC's Strategic Shifts
- Edge Wealth Management LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Edge Wealth Management LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Edge Wealth Management LLC Q1 2023 vs Q2 2023: A Close Look at 13F Holdings Comparison
- Edge Wealth Management LLC Q4 2022 vs. Q1 2023 Holdings Comparison: Shocking Revelations and Shrewd Investment Moves