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

Clients

Accounts

869

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 18, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CARSTENS, THOMAS, JAMES	I	INVESTMENT ADVISER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	NA
CARSTENS, THOMAS, JAMES	I	INVESTMENT ADVISER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	NA
DAMA, ENRI	I	CHIEF INVESTMENT OFFICER	NA
KAGAN, STAN	I	MEMBER	NA
KAGAN, STAN	I	MEMBER	NA
KAGAN, STAN	I	MEMBER	NA
KAGAN, STAN	I	MEMBER	NA
Liautaud, Yandie	I	MEMBER	NA
Liautaud, Yandie	I	MEMBER	NA
WATTS, THOMAS, WYNNE	I	CHIEF INVESTMENT OFFICER	NA
WATTS, THOMAS, WYNNE	I	CHIEF INVESTMENT OFFICER	NA
WATTS, THOMAS, WYNNE	I	CHIEF INVESTMENT OFFICER	NA
WATTS, THOMAS, WYNNE	I	CHIEF INVESTMENT OFFICER	NA
ADDEO, GERARD	I	INVESTMENT ADVISER, SOLE MEMBER, OWNER & (2006) CHIEF COMPLIANCE OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, SOLE MEMBER, OWNER & (2006) CHIEF COMPLIANCE OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, SOLE MEMBER, OWNER & (2006) CHIEF COMPLIANCE OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, SOLE MEMBER, OWNER & (2006) CHIEF COMPLIANCE OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, SOLE MEMBER, OWNER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, SOLE MEMBER, OWNER & (2006) CHIEF COMPLIANCE OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, SOLE MEMBER, OWNER & (2006) CHIEF COMPLIANCE OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, SOLE MEMBER, OWNER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, OWNER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, OWNER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, OWNER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, OWNER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, OWNER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, OWNER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, OWNER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, OWNER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	INVESTMENT ADVISER, OWNER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	MANAGING MEMBER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	MANAGING MEMBER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	MANAGING MEMBER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	MANAGING MEMBER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	E	Control
ADDEO, GERARD	I	MANAGING MEMBER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER	E	Control
ADDEO, GERARD	I	MANAGING MEMBER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER	E	Control
ADDEO, GERARD	I	MANAGING MEMBER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER	E	Control
ADDEO, GERARD	I	MANAGING MEMBER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER	E	Control
ADDEO, GERARD	I	MANAGING MEMBER	E	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER	E	Control
ADDEO, GERARD	I	MANAGING MEMBER	D	Control
ADDEO, GERARD	I	CHIEF COMPLIANCE OFFICER	D	Control
DAMA, ENRI	I	CHIEF INVESTMENT OFFICER	B
KAGAN, STAN	I	MEMBER	A
KAGAN, STAN	I	MEMBER	A
KAGAN, STAN	I	MEMBER	A
KAGAN, STAN	I	MEMBER	A
KAGAN, STAN	I	MEMBER	A
KAGAN, STAN	I	MEMBER	A
Liautaud, Yandie	I	MEMBER	A
Liautaud, Yandie	I	MEMBER	A
Liautaud, Yandie	I	MEMBER	A
Liautaud, Yandie	I	MEMBER	A
Liautaud, Yandie	I	MEMBER	A
Liautaud, Yandie	I	MEMBER	A
Liautaud, Yandie	I	MEMBER	A
Liautaud, Yandie	I	MEMBER	A
SALERNO, MARK	I	OWNER	A
SALERNO, MARK	I	OWNER	A
SALERNO, MARK	I	OWNER	A
SALERNO, MARK	I	OWNER	A
SALERNO, MARK	I	OWNER	A
SALERNO, MARK	I	OWNER	A
SALERNO, MARK	I	OWNER	A
SALERNO, MARK	I	OWNER	A
SALERNO, MARK	I	OWNER	A
SALERNO, MARK	I	MEMBER	A
SALERNO, MARK	I	MEMBER	A
SALERNO, MARK	I	MEMBER	A
SALERNO, MARK	I	MEMBER	A
SALERNO, MARK	I	MEMBER	A
SALERNO, MARK	I	MEMBER	A
SALERNO, MARK	I	MEMBER	A
SALERNO, MARK	I	MEMBER	A
SALERNO, MARK	I	MEMBER	A
SALERNO, MARK	I	MEMBER	A

Registrations

Federal

Feb 18, 2025 REGISTERED

Notice Filings (1)

Address

99 PARK AVE.
SUITE 1920
NEW YORK, NY 10016
United States

Phone: 212-687-3600