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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 15, 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 |
|---|---|---|---|---|
| MEEK, EDWARD, JAMES | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MEEK, EDWARD, JAMES | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLETZ, JEREMY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLETZ, JEREMY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLETZ, JEREMY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLETZ, JEREMY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLETZ, JEREMY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLETZ, JEREMY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLETZ, JEREMY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLETZ, JEREMY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLETZ, JEREMY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLETZ, JEREMY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLETZ, JEREMY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLETZ, JEREMY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER | NA | |
| ALPHA CUBED INVESTMENTS, LLC | DE | OWNER | E | Control |
| ALPHA CUBED INVESTMENTS, LLC | DE | OWNER | E | Control |
| MEEK, EDWARD, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MEEK, EDWARD, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MEEK, EDWARD, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MEEK, EDWARD, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MEEK, EDWARD, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MEEK, EDWARD, JAMES | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | E | Control |
| MEEK, EDWARD, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MEEK, EDWARD, JAMES | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | E | Control |
| MEEK, EDWARD, JAMES | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | E | Control |
| MEEK, EDWARD, JAMES | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO / CCO/MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO /MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO /MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO /MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO /MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO /MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO /MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO /MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO /MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO /MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO /MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO /MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CEO /MEMBER | E | Control |
| MEEK, EDWARD, JAMES | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| MEEK, EDWARD, JAMES | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| MEEK, EDWARD, JAMES | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| RADISAVLJEVIC, SRBO, NMN | I | OWNER | C | Control |
| RADISAVLJEVIC, SRBO, NMN | I | MANAGING MEMBER / INVESTMENT ADVISOR | C | Control |
| RADISAVLJEVIC, SRBO, NMN | I | MANAGING MEMBER / INVESTMENT ADVISOR | C | Control |
| RADISAVLJEVIC, SRBO, NMN | I | OWNER | C | Control |
| RADISAVLJEVIC, SRBO, NMN | I | MANAGING MEMBER / INVESTMENT ADVISOR | C | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER | B | |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER | B | |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SMITH, JOHN, MORGAN | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| ALEXANDER, JAMES, L | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| SMITH, JOHN, MORGAN | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER | A | |
| SMITH, JOHN, MORGAN | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER | A | |
| SMITH, JOHN, MORGAN | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER | A | |
| SMITH, JOHN, MORGAN | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER | A | |
| SMITH, JOHN, MORGAN | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER | A |
Registrations
Federal
IA
Apr 15, 2025 REGISTERED
Notice Filings (11)
AZ CA FL IL LA MI MN NC OR TX WI
Address
111 WEST WESLEY STREETSUITE 1
WHEATON, IL 60187
United States
Phone: 630-221-1000