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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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MATTHEW ALAN WEINBERG
Managing Member
- CRD
- #1540387
- Ownership
- 75% or more
BRETT NEIL ROSEN
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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