A complete list of active advisors currently associated with WealthEdge Investment Advisors, LLC

Warmer can help you find a great advisor at WealthEdge Investment Advisors, LLC or one who fits your needs even better.

WealthEdge serves individual and high‑net‑worth clients as well as retirement plans and businesses, offering discretionary portfolio management, model‑portfolio services, and access to third‑party portfolio strategists. The firm is a team of six advisors managing roughly $472 million for about 290 clients and delivers bespoke individual portfolios alongside a suite of model options. Investment implementation emphasizes multi‑model core‑satellite and dynamic allocation strategies, backed by fundamental and technical analysis and active asset allocation; the firm offers about 22 model types and capabilities such as direct indexing and assistance with securities‑backed lines of credit. Accounts are managed on a discretionary basis with ongoing monitoring and at least quarterly reviews, and WealthEdge also uses outside managers and platforms to execute certain strategies. Compared with many peers, WealthEdge is affiliated with other advisory and accounting entities (WealthEdge Tax, LLC and WealthEdge Planning, LLC) and routinely cross‑refers clients, while the investment advisory entity itself does not provide financial planning services directly. The firm also engages in private placements where it may receive residual membership interests and receives custodial economic benefits, arrangements that can create conflicts of interest clients should consider.

To learn more about the advisors currently working at WealthEdge Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.