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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-10-2006
- Office Locations
- 1
Office Locations
About Wealthedge Investment Advisors, LLC
WealthEdge Advisors is a New York-based wealth management firm founded in 1985, serving individuals, families, and institutions nationwide. The team provides personalized, objective financial planning and investment management, integrating tax, cash-flow, and estate considerations with collaborative implementation. Portfolios are primarily built with ETFs and public funds, complemented by fixed income and select alternatives, custodied at Schwab.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
ENRI DAMA
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #6013993
- Ownership
- 50% but less than 75%
Yandie Liautaud
Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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GERARD ADDEO
Founder
- CRD
- #1434182
FAHAD HASAN
Chief Compliance Officer, Managing Partner, Owner
- CRD
- #5027292
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $472,094,713 | $497,990 |
| Non-Discretionary | $0 | -- |
| Total | $472,094,713 | $497,990 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | 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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