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

Clients

Accounts

472

Firm Details

Organization Type: Limited Liability Company
State of Formation: New York
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 19, 2025
Branch Offices: 3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	D	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	C	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	C	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	C	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	C	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	C	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	C	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
SPITZ, DOUGLAS, JOHN	I	OWNER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
SPITZ, DOUGLAS, JOHN	I	MANAGING MEMBER	C	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	OWNER/ CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	OWNER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	OWNER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	OWNER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
WEINBERG, MATTHEW, ALAN	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A
ROSEN, BRETT, NEIL	I	MEMBER	A

Registrations

Federal

Aug 19, 2025 REGISTERED

Notice Filings (10)

CA CT FL GA NC NH NJ NY PA TX

Address

805 THIRD AVENUE
FLOOR 12
NEW YORK, NY 10022
United States

Phone: 212-682-0133