Gerard Addeo
Investment adviser representative at Wealthedge Investment Advisors, LLC
41 yearsExperience
1 stateRegistered in
$472.1MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
41 years in the industry.
- Wealthedge Advisors LLCJan 2012 to now
- Wealthedge Investment Advisors, LLCNov 1999 to now
- Wealthedge Tax Advisors LLCJan 1985 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wealthedge Investment Advisors, LLC
$472.1MAssets managed
379Clients
5Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1434182
- Firm CRD
- 126337