EDGE FINANCIAL ADVISORS, LLC
CRD #136426 SEC #801-64547 WHEATON, IL 630-221-1000
SEC Registered
Total AUM
$379.3M
Discretionary
$374.5M
Employees
7
Clients
10
Accounts
821
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $379.3M | $374.5M | $4.8M | 7 | 5 |
| Apr 2025 | $379.3M | $374.5M | $4.8M | 7 | 5 |
| Mar 2025 | $379.3M | $374.5M | $4.8M | 7 | 5 |
| Nov 2024 | $362.4M | $360.2M | $2.2M | 6 | 0 |
| Jul 2024 | $362.4M | $360.2M | $2.2M | 6 | 0 |
| Jun 2024 | $362.4M | $360.2M | $2.2M | 6 | 0 |
| May 2024 | $362.4M | $360.2M | $2.2M | 6 | 0 |
| Feb 2024 | $362.4M | $360.2M | $2.2M | 6 | 0 |
| Oct 2023 | $301.5M | $294.4M | $7.1M | 7 | 0 |
| Aug 2023 | $301.5M | $294.4M | $7.1M | 7 | 0 |
| Jun 2023 | $301.5M | $294.4M | $7.1M | 7 | 0 |
| Mar 2023 | $301.5M | $294.4M | $7.1M | 7 | 0 |
| Mar 2022 | $348.9M | $339.6M | $9.3M | 6 | 0 |
| Mar 2021 | $272.3M | $269.2M | $3.1M | 7 | 0 |
| Jan 2021 | $230.2M | $227.8M | $2.4M | 7 | 0 |
| Aug 2020 | $230.2M | $227.8M | $2.4M | 7 | 0 |
| Aug 2020 | $230.2M | $227.8M | $2.4M | 7 | 0 |
| Aug 2020 | $230.2M | $227.8M | $2.4M | 7 | 0 |
| Jul 2020 | $230.2M | $227.8M | $2.4M | 7 | 0 |
| Jun 2020 | $230.2M | $227.8M | $2.4M | 7 | 0 |
| Jun 2020 | $230.2M | $227.8M | $2.4M | 7 | 0 |
| May 2020 | $230.2M | $227.8M | $2.4M | 7 | 0 |
| May 2020 | $230.2M | $227.8M | $2.4M | 7 | 0 |
| Apr 2020 | $230.2M | $227.8M | $2.4M | 7 | 0 |
| Mar 2020 | $230.2M | $227.8M | $2.4M | 7 | 0 |
| Oct 2019 | $177.2M | $171M | $6.2M | 5 | 0 |
| Apr 2019 | $177.2M | $171M | $6.2M | 5 | 0 |
| Feb 2019 | $162.3M | $162.2M | $113.3K | 4 | 0 |
| Mar 2018 | $162.3M | $162.2M | $113.3K | 4 | 0 |
| Dec 2017 | $143.5M | $143.3M | $102.4K | 4 | 0 |
| Nov 2017 | $143.5M | $143.3M | $102.4K | 4 | 0 |
| Nov 2017 | $143.5M | $143.3M | $102.4K | 4 | 0 |
| Mar 2017 | $151.4M | $131.6M | $19.8M | 5 | 26 |
| Mar 2016 | $160.2M | $130.3M | $29.9M | 5 | 26 |
| Nov 2015 | $163M | $130.5M | $32.5M | 5 | 26 |
| Oct 2015 | $163M | $130.5M | $32.5M | 5 | 26 |
| Mar 2015 | $238.6M | $185.5M | $53.1M | 5 | 26 |
| Mar 2014 | $216.9M | $184.9M | $32M | 5 | 26 |
| Mar 2013 | $210.3M | $162.3M | $48M | 6 | 26 |
| Mar 2012 | $194M | $141.4M | $52.6M | 1 | 26 |
| Jan 2011 | $112.3M | $112.3M | $0 | 5 | -- |
| Feb 2009 | $90M | $90M | $0 | 5 | -- |
| Jan 2008 | $99.3M | $99.3M | $0 | 5 | -- |
| Jan 2008 | $99.3M | $99.3M | $0 | 5 | -- |
| Jan 2007 | $55M | $55M | $0 | 5 | -- |
DateApr 2025
Total AUM$379.3M
Discretionary$374.5M
Non-Disc.$4.8M
Employees7
Clients5
DateApr 2025
Total AUM$379.3M
Discretionary$374.5M
Non-Disc.$4.8M
Employees7
Clients5
DateMar 2025
Total AUM$379.3M
Discretionary$374.5M
Non-Disc.$4.8M
Employees7
Clients5
DateNov 2024
Total AUM$362.4M
Discretionary$360.2M
Non-Disc.$2.2M
Employees6
Clients0
DateJul 2024
Total AUM$362.4M
Discretionary$360.2M
Non-Disc.$2.2M
Employees6
Clients0
DateJun 2024
Total AUM$362.4M
Discretionary$360.2M
Non-Disc.$2.2M
Employees6
Clients0
DateMay 2024
Total AUM$362.4M
Discretionary$360.2M
Non-Disc.$2.2M
Employees6
Clients0
DateFeb 2024
Total AUM$362.4M
Discretionary$360.2M
Non-Disc.$2.2M
Employees6
Clients0
DateOct 2023
Total AUM$301.5M
Discretionary$294.4M
Non-Disc.$7.1M
Employees7
Clients0
DateAug 2023
Total AUM$301.5M
Discretionary$294.4M
Non-Disc.$7.1M
Employees7
Clients0
DateJun 2023
Total AUM$301.5M
Discretionary$294.4M
Non-Disc.$7.1M
Employees7
Clients0
DateMar 2023
Total AUM$301.5M
Discretionary$294.4M
Non-Disc.$7.1M
Employees7
Clients0
DateMar 2022
Total AUM$348.9M
Discretionary$339.6M
Non-Disc.$9.3M
Employees6
Clients0
DateMar 2021
Total AUM$272.3M
Discretionary$269.2M
Non-Disc.$3.1M
Employees7
Clients0
DateJan 2021
Total AUM$230.2M
Discretionary$227.8M
Non-Disc.$2.4M
Employees7
Clients0
DateAug 2020
Total AUM$230.2M
Discretionary$227.8M
Non-Disc.$2.4M
Employees7
Clients0
DateAug 2020
Total AUM$230.2M
Discretionary$227.8M
Non-Disc.$2.4M
Employees7
Clients0
DateAug 2020
Total AUM$230.2M
Discretionary$227.8M
Non-Disc.$2.4M
Employees7
Clients0
DateJul 2020
Total AUM$230.2M
Discretionary$227.8M
Non-Disc.$2.4M
Employees7
Clients0
DateJun 2020
Total AUM$230.2M
Discretionary$227.8M
Non-Disc.$2.4M
Employees7
Clients0
DateJun 2020
Total AUM$230.2M
Discretionary$227.8M
Non-Disc.$2.4M
Employees7
Clients0
DateMay 2020
Total AUM$230.2M
Discretionary$227.8M
Non-Disc.$2.4M
Employees7
Clients0
DateMay 2020
Total AUM$230.2M
Discretionary$227.8M
Non-Disc.$2.4M
Employees7
Clients0
DateApr 2020
Total AUM$230.2M
Discretionary$227.8M
Non-Disc.$2.4M
Employees7
Clients0
DateMar 2020
Total AUM$230.2M
Discretionary$227.8M
Non-Disc.$2.4M
Employees7
Clients0
DateOct 2019
Total AUM$177.2M
Discretionary$171M
Non-Disc.$6.2M
Employees5
Clients0
DateApr 2019
Total AUM$177.2M
Discretionary$171M
Non-Disc.$6.2M
Employees5
Clients0
DateFeb 2019
Total AUM$162.3M
Discretionary$162.2M
Non-Disc.$113.3K
Employees4
Clients0
DateMar 2018
Total AUM$162.3M
Discretionary$162.2M
Non-Disc.$113.3K
Employees4
Clients0
DateDec 2017
Total AUM$143.5M
Discretionary$143.3M
Non-Disc.$102.4K
Employees4
Clients0
DateNov 2017
Total AUM$143.5M
Discretionary$143.3M
Non-Disc.$102.4K
Employees4
Clients0
DateNov 2017
Total AUM$143.5M
Discretionary$143.3M
Non-Disc.$102.4K
Employees4
Clients0
DateMar 2017
Total AUM$151.4M
Discretionary$131.6M
Non-Disc.$19.8M
Employees5
Clients26
DateMar 2016
Total AUM$160.2M
Discretionary$130.3M
Non-Disc.$29.9M
Employees5
Clients26
DateNov 2015
Total AUM$163M
Discretionary$130.5M
Non-Disc.$32.5M
Employees5
Clients26
DateOct 2015
Total AUM$163M
Discretionary$130.5M
Non-Disc.$32.5M
Employees5
Clients26
DateMar 2015
Total AUM$238.6M
Discretionary$185.5M
Non-Disc.$53.1M
Employees5
Clients26
DateMar 2014
Total AUM$216.9M
Discretionary$184.9M
Non-Disc.$32M
Employees5
Clients26
DateMar 2013
Total AUM$210.3M
Discretionary$162.3M
Non-Disc.$48M
Employees6
Clients26
DateMar 2012
Total AUM$194M
Discretionary$141.4M
Non-Disc.$52.6M
Employees1
Clients26
DateJan 2011
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--