EDGE WEALTH MANAGEMENT, LLC
CRD #142380 SEC #801-67345 NEW YORK, NY 212-682-0133
SEC Registered
Total AUM
$770.7M
Discretionary
$770.7M
Employees
7
Clients
0
Accounts
472
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $770.7M | $770.7M | $0 | 7 | 0 |
| Feb 2025 | $770.7M | $770.7M | $0 | 7 | 0 |
| Feb 2024 | $748.7M | $748.7M | $0 | 8 | 0 |
| Feb 2023 | $708.1M | $708.1M | $0 | 7 | 0 |
| Jul 2022 | $846.2M | $846.2M | $0 | 9 | 0 |
| Feb 2022 | $846.2M | $846.2M | $0 | 9 | 0 |
| Feb 2021 | $704.8M | $704.8M | $0 | 8 | 0 |
| Feb 2021 | $704.8M | $704.8M | $0 | 8 | 0 |
| Oct 2020 | $933.6M | $933.6M | $0 | 7 | 0 |
| Oct 2020 | $933.6M | $933.6M | $0 | 7 | 0 |
| Sep 2020 | $933.6M | $933.6M | $0 | 7 | 0 |
| Jun 2020 | $933.6M | $933.6M | $0 | 7 | 0 |
| Mar 2020 | $933.6M | $933.6M | $0 | 7 | 0 |
| Oct 2019 | $839.6M | $839.6M | $0 | 9 | 0 |
| Jan 2019 | $839.6M | $839.6M | $0 | 9 | 0 |
| Nov 2018 | $835.2M | $835.2M | $0 | 9 | 0 |
| Feb 2018 | $835.2M | $835.2M | $0 | 9 | 0 |
| Sep 2017 | $839.3M | $839.3M | $0 | 8 | 400 |
| Jun 2017 | $839.3M | $839.3M | $0 | 8 | 400 |
| Feb 2017 | $839.3M | $839.3M | $0 | 8 | 400 |
| Jan 2017 | $839.3M | $839.3M | $0 | 8 | 400 |
| Jan 2016 | $757.8M | $757.8M | $0 | 11 | 400 |
| Oct 2015 | $803.4M | $803.4M | $0 | 10 | 400 |
| Jan 2015 | $803.4M | $803.4M | $0 | 10 | 400 |
| Oct 2014 | $714M | $714M | $0 | 10 | 300 |
| Jun 2014 | $714M | $714M | $0 | 10 | 300 |
| Apr 2014 | $714M | $714M | $0 | 10 | 300 |
| Mar 2014 | $714M | $714M | $0 | 10 | 300 |
| Feb 2014 | $714M | $714M | $0 | 10 | 300 |
| Oct 2013 | $645M | $645M | $0 | 10 | 300 |
| Mar 2013 | $645M | $645M | $0 | 10 | 300 |
| Jan 2012 | $549.2M | $549.2M | $0 | 6 | 300 |
| Nov 2011 | $491.7M | $491.7M | $0 | 10 | -- |
| Mar 2011 | $491.7M | $491.7M | $0 | 10 | -- |
| Jan 2010 | $380M | $380M | $0 | 10 | -- |
| Jul 2009 | $110M | $110M | $0 | 5 | -- |
| Jan 2008 | $48.5M | $48.5M | $0 | 5 | -- |
| Jan 2008 | $28M | $28M | $0 | 5 | -- |
| Apr 2007 | $28M | $28M | $0 | 5 | -- |
| Feb 2007 | $28M | $28M | $0 | 5 | -- |
| Nov 2006 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$770.7M
Discretionary$770.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$770.7M
Discretionary$770.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$748.7M
Discretionary$748.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$708.1M
Discretionary$708.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$846.2M
Discretionary$846.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$846.2M
Discretionary$846.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$704.8M
Discretionary$704.8M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$704.8M
Discretionary$704.8M
Non-Disc.$0
Employees8
Clients0
DateOct 2020
Total AUM$933.6M
Discretionary$933.6M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$933.6M
Discretionary$933.6M
Non-Disc.$0
Employees7
Clients0
DateSep 2020
Total AUM$933.6M
Discretionary$933.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$933.6M
Discretionary$933.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$933.6M
Discretionary$933.6M
Non-Disc.$0
Employees7
Clients0
DateOct 2019
Total AUM$839.6M
Discretionary$839.6M
Non-Disc.$0
Employees9
Clients0
DateJan 2019
Total AUM$839.6M
Discretionary$839.6M
Non-Disc.$0
Employees9
Clients0
DateNov 2018
Total AUM$835.2M
Discretionary$835.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$835.2M
Discretionary$835.2M
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$839.3M
Discretionary$839.3M
Non-Disc.$0
Employees8
Clients400
DateJun 2017
Total AUM$839.3M
Discretionary$839.3M
Non-Disc.$0
Employees8
Clients400
DateFeb 2017
Total AUM$839.3M
Discretionary$839.3M
Non-Disc.$0
Employees8
Clients400
DateJan 2017
Total AUM$839.3M
Discretionary$839.3M
Non-Disc.$0
Employees8
Clients400
DateJan 2016
Total AUM$757.8M
Discretionary$757.8M
Non-Disc.$0
Employees11
Clients400
DateOct 2015
Total AUM$803.4M
Discretionary$803.4M
Non-Disc.$0
Employees10
Clients400
DateJan 2015
Total AUM$803.4M
Discretionary$803.4M
Non-Disc.$0
Employees10
Clients400
DateOct 2014
Total AUM$714M
Discretionary$714M
Non-Disc.$0
Employees10
Clients300
DateJun 2014
Total AUM$714M
Discretionary$714M
Non-Disc.$0
Employees10
Clients300
DateApr 2014
Total AUM$714M
Discretionary$714M
Non-Disc.$0
Employees10
Clients300
DateMar 2014
Total AUM$714M
Discretionary$714M
Non-Disc.$0
Employees10
Clients300
DateFeb 2014
Total AUM$714M
Discretionary$714M
Non-Disc.$0
Employees10
Clients300
DateOct 2013
Total AUM$645M
Discretionary$645M
Non-Disc.$0
Employees10
Clients300
DateMar 2013
Total AUM$645M
Discretionary$645M
Non-Disc.$0
Employees10
Clients300
DateJan 2012
Total AUM$549.2M
Discretionary$549.2M
Non-Disc.$0
Employees6
Clients300
DateNov 2011
Total AUM$491.7M
Discretionary$491.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$491.7M
Discretionary$491.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$380M
Discretionary$380M
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--