SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Wealthedge Investment Advisors, LLC
New York, NY
CRD 126337
Firm filing updated April 8, 2026 ·
- $472.1MAssets
- 379Clients
- 6Advisory staff
- 948Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals192
- High net worth individuals98
- Pension and profit sharing plans82
- Corporations or other businesses6
- Charities1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 192 | $58.2 million |
| High net worth individuals | 98 | $346.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 82 | $64.6 million |
| Charitable organizations | 1 | $547,616 |
| Corporations or other businesses not listed above | 6 | $2.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$472.1 million
- Accounts948
- DiscretionaryAll accounts
People
- Employees9
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents1
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 126337, SEC file 801-66845.
- Registered with the SEC as an investment advisor (status date on record: July 10, 2006).
Is Wealthedge Investment Advisors, LLC a fiduciary?
Short answer: Wealthedge Investment Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.