Edge Wealth Management LLC

EST. AUM
$827,150,449

CONTACTS
5

CLIENT ACCOUNTS
453

Firm Details

Metro area New York City
CRD Number 142380
Website edgewealth.com
Client types

Overview

Edge Wealth Management, LLC ("Edge") is a registered investment advisor (RIA) founded in 2006 by Matt Weinberg and Doug Spitz. The firm operates on a fee-based model, adhering to its fiduciary duty, and partners with Charles Schwab & Co., Inc. to serve as the broker-dealer and custodian for clients' managed accounts. Edge provides wealth management services to high-net-worth individuals, institutions, family offices, and young professionals. The firm focuses on investment strategies that seek to balance capital preservation with growth, using diversification and risk management techniques. The approach also considers income generation and tax efficiency. The team at Edge has experience in institutional and capital markets, which allows for a flexible approach to investing. The firm does not rely on a fixed asset allocation model and utilizes its network to access various fixed income products. In addition to investment management, Edge offers financial planning services, including guidance on insurance and estate planning as part of long-term planning. By working with Schwab as a custodian, Edge provides clients with access to their accounts and investment information through Schwab's online platform, allowing for transparency and ease of monitoring.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Edge Wealth Management LLC

Platform Details

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