Wealthedge Investment Advisors, LLC
Wealthedge Investment Advisors, LLC is an SEC-registered wealth manager in New York, NY with $472.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Wealthedge Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126337, SEC 801-66845, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $472.1M (2026-04-08)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 9
- Clients
- 379
- CRD
- 126337
- Ownership
- ADDEO, GERARD; SALERNO, MARK; CARSTENS, THOMAS, JAMES; Liautaud, Yandie; KAGAN, STAN
How much AUM does Wealthedge Investment Advisors, LLC have?
Wealthedge Investment Advisors, LLC reported $472.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Wealthedge Investment Advisors, LLC?
Disclosed owners and executives of Wealthedge Investment Advisors, LLC include ADDEO, GERARD, SALERNO, MARK, CARSTENS, THOMAS, JAMES, Liautaud, Yandie, KAGAN, STAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.