Park Edge Advisors, LLC
Park Edge Advisors, LLC is an SEC-registered wealth manager in Cleveland, OH with $522.5M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Park Edge Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317521, SEC 801-125820, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $522.5M (2026-05-27)
- Firm type
- Wealth Manager
- Location
- Cleveland, OH
- Employees
- 8
- Clients
- 330
- CRD
- 317521
- Ownership
- LOWRIE, RICHARD, WAYNE; PARK EDGE GROUP LLC; KALISH, TODD, CLARK; GORDILLO CAPITAL, LLC; LOWRIE INVESTMENTS, LLC
How much AUM does Park Edge Advisors, LLC have?
Park Edge Advisors, LLC reported $522.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Park Edge Advisors, LLC?
Disclosed owners and executives of Park Edge Advisors, LLC include LOWRIE, RICHARD, WAYNE, PARK EDGE GROUP LLC, KALISH, TODD, CLARK, GORDILLO CAPITAL, LLC, LOWRIE INVESTMENTS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.