New York, NY Office
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Edge Wealth Management, LLC
Team
Firm-wide stats for Edge Wealth Management, LLC
About
Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations, providing discretionary investment management and limited financial planning and consulting services that are ancillary to portfolio management. The firm manages approximately $827 million on a discretionary basis for about 252 clients through a team of five advisors and does not impose a firm‑wide minimum asset requirement.
Edge tailors portfolios by collaborating with clients to establish objectives and typically applies a fundamental analysis approach with long‑ and short‑term equity and fixed‑income allocations and use of mutual funds, ETFs, ETNs, REITs, MLPs, and non‑agency mortgage‑backed securities. The firm may employ options strategies (commonly selling covered calls) in limited circumstances, and it discloses and manages exposures to commodity/currency ETFs, derivative‑linked funds, and, upon specific client request, indirect exposure to digital‑asset‑linked exchange‑traded securities.
Distinctive features include relatively large assets under management concentrated across a modest client base and a small advisory team, documented procedures for assistance with securities‑based loans and margin evaluations (while generally not recommending margin for investment), and the availability of insurance products through an affiliated representative acting in a separate licensed capacity with disclosed conflicts. Edge also offers third‑party aggregation/reporting for excluded assets, typically recommends a primary custodian that provides institutional services to the firm, and retains proxy‑voting authority for client accounts unless otherwise directed.
Based on Edge Wealth Management, LLC
Location
805 Third Avenue, Floor 12
New York NY 10022
Advisors at this office
5
Advisors at this office
Benjamin W
Series 65
New York, NY
Edge Wealth Management, LLC
Benjamin Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He previously worked at Wealthspire Advisors and attended Tulane University. Edge Wealth Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is based on fundamental analysis and tailored to client objectives, managing approximately $770.7 million in assets across a range of securities without imposing a firmwide account minimum.
Brett R
Series 63, Series 65
New York, NY
Edge Wealth Management, LLC
Brett Rosen is an advisor at Edge Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 designations. He has been with Edge Wealth Management since 2009 and has over 35 years of experience in the financial services industry, including a long tenure with Massachusetts Mutual Life Insurance Company. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations, providing discretionary investment management and limited financial planning and consulting services. The firm applies a fundamental analysis approach with tailored portfolios across equity and fixed-income allocations and manages approximately $827 million on a discretionary basis for about 252 clients through a small advisory team.
Matthew W
Series 63
New York, NY
Edge Wealth Management, LLC
Matthew Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds a Series 63 designation and has been with Edge Wealth Management since 2006. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a fundamental analysis approach tailored to client objectives, managing approximately $770.7 million in assets across a five-adviser team without a firmwide account minimum.
Donald B
Series 63
New York, NY
Edge Wealth Management, LLC
Donald Bond is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds the Series 63 designation and has been with Edge Wealth Management since 2012. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is based on fundamental analysis and customized to client objectives, managing approximately $770.7 million in discretionary assets across a range of securities.
John M
Series 63
New York, NY
Edge Wealth Management, LLC
John Marx is a financial advisor at Edge Wealth Management, LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Edge Wealth Management since 2013. Edge Wealth Management provides discretionary investment management and ancillary financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment process is based on fundamental analysis and tailored to each client’s objectives, managing approximately $770.7 million in discretionary assets for about 261 clients.
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