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WEALTHEDGE INVESTMENT ADVISORS, LLC
CRD 126337 · SEC 801-66845
99 PARK AVE., SUITE 1920, NEW YORK, NY, 10016, United States
Phone
212-687-3600
Fax
212-687-3557
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$472.1M
Discretionary AUM
$472.1M
Team
9 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; SHARE IN THIRD PARTY ADVISORY FEES
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $58.2M |
| High net worth individuals | 98 | $346.4M |
| Pension/profit sharing plans | 82 | $64.6M |
| Charitable organizations | 1 | $548K |
| Corporations/business entities | 6 | $2.3M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD