| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Neil Rosen | Member | 5-10% | 2012 |
| Matthew Alan Weinberg Control | Managing Member / Chief Compliance Officer | Over 75% | 2006 |
Edge Wealth Management, LLC reports $770.7 million in regulatory assets under management on its Form ADV.
Edge Wealth Management, LLC reports 7 employees.
Edge Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2006.
Edge Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 805 Third Avenue, Floor 12, New York, NY 10022 |
| Phone | 212-682-0133 |
| Fax | 212-682-9592 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1567163 |
| Discloses disciplinary history | No |
| Discretionary | $770.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $770.7M |