E
$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2020
- Office Locations
- 1
Office Locations
-- Fort LEE NJ
About Edgewater Management Partners LLC
Edgewater Management Partners LLC is a Fort LEE-based RIA. The firm has been operating for 5 years. Managing $2.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Morgan Stanley. Services offered include Insurance.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$543.9K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
North beacon Harbor
Client Personas
Insight
Investment Vehicles
Wave capital
Services
Horizon zenith
Owner & Executives
S
SIMON WEI WU
Chief Compliance Officer, Chief Investment Officer
- CRD
- #5206413
- Ownership
- 75% or more
(312) 742-7248
pathway.quantum@peakcapital.com
in linkedin.com/in/unison-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,719,570 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,719,570 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,719,570
Cash:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $5,900,073,187 | 100.0% |
| Total | $5,900,073,187 | 100.0% |