Wealthedge Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 8, 2026, reports $472M in regulatory assets under management, 9 employees, and 948 accounts.
Assets Under Management
$472M
Employees
9
Offices
--
Total Clients
379
Primary office
NEW YORK, NY
99 PARK AVE., SUITE 1920, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.7% of total clients.
Top client categories% of clientsClients
1
Individuals
50.7%
192
2
HNWI
25.9%
98
3
Pension Plans
21.6%
82
4
Corporations
1.6%
6
5
Charitable
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$472Mas of April 8, 2026
Discretionary100.0%
$472M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$472M
Total Accounts948
10Y AUM Change+$337M (+249.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee42:1
10Y Employee Change+5 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.