WEALTHEDGE INVESTMENT ADVISORS LLC
CRD #126337 SEC #801-66845 NEW YORK, NY 212-687-3600
SEC Registered
Total AUM
$401.5M
Discretionary
$401.5M
Employees
8
Clients
0
Accounts
869
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $401.5M | $401.5M | $0 | 8 | 0 |
| Jul 2024 | $379M | $379M | $0 | 6 | 0 |
| Feb 2024 | $287.4M | $287.4M | $0 | 4 | 0 |
| Jan 2024 | $250.4M | $250.4M | $0 | 4 | 0 |
| May 2023 | $250.4M | $250.4M | $0 | 4 | 0 |
| Mar 2023 | $250.4M | $250.4M | $0 | 4 | 0 |
| Mar 2022 | $269.3M | $269.3M | $0 | 5 | 0 |
| Mar 2021 | $219.3M | $219.3M | $0 | 4 | 0 |
| Jun 2020 | $192.3M | $192.3M | $0 | 4 | 0 |
| Apr 2020 | $192.3M | $192.3M | $0 | 4 | 0 |
| Jun 2019 | $157.5M | $157.5M | $0 | 4 | 0 |
| May 2019 | $157.5M | $157.5M | $0 | 4 | 0 |
| May 2019 | $157.5M | $157.5M | $0 | 4 | 0 |
| Apr 2019 | $157.5M | $157.5M | $0 | 4 | 0 |
| Mar 2019 | $157.5M | $157.5M | $0 | 4 | 0 |
| Mar 2018 | $150M | $150M | $0 | 4 | 0 |
| Mar 2017 | $135M | $135M | $0 | 4 | 120 |
| Mar 2016 | $140M | $140M | $0 | 3 | 110 |
| Apr 2015 | $116.9M | $116.9M | $0 | 3 | 26 |
| Apr 2014 | $90M | $90M | $0 | 2 | 26 |
| Apr 2013 | $62.3M | $62.3M | $0 | 1 | 26 |
| Mar 2012 | $55.3M | $55.3M | $0 | 1 | 26 |
| Mar 2011 | $50M | $50M | $0 | 5 | -- |
| Mar 2009 | $28M | $28M | $0 | 5 | -- |
| Feb 2009 | $44.1M | $43M | $1.1M | 5 | -- |
| Mar 2007 | $37M | $35M | $2M | 5 | -- |
DateFeb 2025
Total AUM$401.5M
Discretionary$401.5M
Non-Disc.$0
Employees8
Clients0
DateJul 2024
Total AUM$379M
Discretionary$379M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$287.4M
Discretionary$287.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$250.4M
Discretionary$250.4M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$250.4M
Discretionary$250.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$250.4M
Discretionary$250.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$219.3M
Discretionary$219.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees4
Clients120
DateMar 2016
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients110
DateApr 2015
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees3
Clients26
DateApr 2014
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees2
Clients26
DateApr 2013
Total AUM$62.3M
Discretionary$62.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$44.1M
Discretionary$43M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2007
Total AUM$37M
Discretionary$35M
Non-Disc.$2M
Employees5
Clients--