EDGE WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 142380). Regulatory assets under management: $827.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
| 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 |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 732-687-2447 |
| — | — | 1 | 631-365-1474 |
| MANHASSET | NY | 1 | 516-238-3443 |
| — | — | 1 | 732-687-2447 |
| — | — | 1 | 631-365-1474 |
| MANHASSET | NY | 1 | 516-238-3443 |