This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 06-06-2022
- Office Locations
- 3
Office Locations
About Park Edge Advisors, LLC
Park Edge Advisors, LLC is an independently owned advisory firm serving retail and institutional clients, including business owners and entrepreneurs. The team provides financial planning and portfolio management with an emphasis on asset allocation, risk management, and ETF- and mutual fund-based implementation, with the ability to incorporate fixed income and alternatives. The firm primarily custodies with Charles Schwab and participates in the Schwab Advisor Network.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD WAYNE LOWRIE JR
Chief Compliance Officer, Managing Partner
- CRD
- #1880589
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Gavin Matthew Gewecke
--
- CRD
- #7772492
MATTHEW ERIC GORDILLO
Advisor
- CRD
- #2430167
Insight glacier
Ember legacy signal
- CRD
- #74244
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $350,659,822 | $396,226 |
| Non-Discretionary | $171,889,763 | $11,459,318 |
| Total | $522,549,585 | $580,611 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $522,549,585
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $107,689,793 | 13.8% |
| Public Funds | $47,602,010 | 6.1% |
| Cash | $81,937,886 | 10.5% |
| Corporate - Investment Grade | $153,731,081 | 19.7% |
| Corporate - Non-Investment Grade | $174,800,823 | 22.4% |
| Derivatives | $58,527,061 | 7.5% |
| Equity - OTC | $52,284,175 | 6.7% |
| Other | $103,787,988 | 13.3% |
| Total | $780,360,817 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS LEGACY | FRONTIER FOUNDATION | 0GCE2E43X | VDPUX | 7.54% | $55,536,129 |
| TIMBER DELTA | ATLAS OPTIMA | 9KVTUDVAK | OHN | 6.47% | $108,550,542 |
| FUSION MERIDIAN EMBER | ALPHA OPTIMA | 2TAVP3CA1 | EMNFN | 3.69% | $95,134,136 |
| OAK FUSION OPTIMA | HORIZON LEGACY | ION99MPN2 | UFHRM | 9.47% | $43,245,479 |
| INSIGHT FUSION OPTIMA | FUSION VALUE | RN785Z4F1 | MZEQ | 1.34% | $12,947,123 |
| VERTEX VITAL GLACIER | EAGLE VALUE | R1QG9Y8CD | AEXY | 3.05% | $66,116,384 |
| PRIME CATALYST PIONEER | QUANTUM OPTIMA | VRI59FOFF | HMJ | 9.05% | $23,489,827 |
| VECTOR NORTH | CATALYST ELEMENT | E52A3H2J9 | GJKQ | 0.82% | $3,630,075 |