| Name | Title | Ownership | Since |
|---|---|---|---|
| Enri Dama | Chief Investment Officer | 10-25% | 2024 |
| Gerard Addeo Control | Managing Member | 50-75% | 1999 |
| Gerard Addeo Control | Chief Compliance Officer | 50-75% | 2015 |
Wealthedge Investment Advisors LLC reports $401.5 million in regulatory assets under management on its Form ADV.
Wealthedge Investment Advisors LLC reports 8 employees.
Wealthedge Investment Advisors LLC is based in New York, NY and has been SEC-registered since 2006.
Wealthedge Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 99 Park Ave., Suite 1920, New York, NY 10016 |
| Phone | 212-687-3600 |
| Fax | 212-687-3557 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2058455 |
| Discloses disciplinary history | No |
| Discretionary | $401.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $401.5M |