# EDGE WEALTH MANAGEMENT, LLC

EDGE WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 142380
- Type: SEC-registered investment adviser
- SEC file number: 801-67345
- Location: 805 THIRD AVENUE, FLOOR 12, NEW YORK, NY, 10022
- Phone: 212-682-0133
- Latest filing: 2026-02-02
- Regulatory AUM: $827.2M
- Discretionary AUM: $827.2M
- Clients: 7
- Accounts: 453

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Alan Weinberg | MANAGING MEMBER; MANAGING MEMBER  / CHIEF COMPLIANCE OFFICER | — |
| Brett Neil Rosen | MEMBER | — |
| WEINBERG MATTHEW ALAN | MANAGING MEMBER  / CHIEF COMPLIANCE OFFICER; OWNER / CHIEF COMPLIANCE OFFICER; OWNER/ CHIEF COMPLIANCE OFFICER | — |
| SPITZ DOUGLAS JOHN | MANAGING MEMBER; OWNER | — |
| ROSEN BRETT NEIL | MEMBER | — |
| Ashley Ramdass | CHIEF COMPLIANCE OFFICER | New York, NY |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142380/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142380/similar
- Related entities: https://search.stillhousedata.com/firm/142380/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142380

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.