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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-04-2006
- Office Locations
- 1
Office Locations
About Edge Wealth Management, LLC
Edge Wealth Management is a New York-based investment adviser (founded 2006) delivering discretionary portfolio management for retail and institutional clients. The firm uses a value- and diversification-oriented approach blending fixed income and equity products, with active sector allocation, security selection, and risk management. Portfolios target income, growth, and tax efficiency, and firm principals invest alongside clients.
Reported data analysis
What the numbers show
Between August 19, 2025 and February 2, 2026, reported AUM increased 7.3%, from $770.7M to $827.2M.
Across 5 reported observations, AUM decreased 2.2% between July 1, 2022 and February 2, 2026, from $846.2M to $827.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 252 clients, or 50.4 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Edge Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW ALAN WEINBERG
Managing Member
- CRD
- #1540387
- Ownership
- 75% or more
BRETT NEIL ROSEN
Client Development, Insurance/Estate Planning, Financial Advisor
- CRD
- #2674579
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Ryan Babeuf
Financial Advisor
- CRD
- #7296124
DONALD MATTHEW BOND JR
Senior Financial Advisor
- CRD
- #1021800
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $827,150,449 | $1,825,939 |
| Non-Discretionary | $0 | -- |
| Total | $827,150,449 | $1,825,939 |
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Separately Managed Accounts
SMA allocation detail is available
Edge Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Edge Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.