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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EDGE WEALTH MANAGEMENT, LLC

CRD 142380

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:546b91d4-c3ca-a8f4-5e3d-bfaa013efff1

Data as of Feb 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Jan 23, 2012 to Feb 2, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $827MItem 5.F on the latest filing (2026-02-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $827M
Private client RAUM: $807MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $138Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 453
Individual clients: 122
High net worth clients: 130
SEC number: 801-67345
CIK: 1567163
CRD: 142380
Filings on the tape: 33
First filed: Jan 23, 2012
Latest filed: Feb 2, 2026
Organised: Limited Liability Company, NY
Website: edgewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Ryan Babeuf	Chartered Financial Analyst	HAVERTOWN, PA \| NEW YORK, NY	5	19	n/a	no
DONALD MATTHEW BOND	n/a	NEW YORK, NY	5	44	n/a	no
JOHN ROBERT MARX	n/a	NEW YORK, NY	5	17	n/a	no
MATTHEW ALAN WEINBERG	n/a	NEW YORK, NY	5	34	n/a	no
Benjamin Weinberg	n/a	NEW YORK, NY	4	11	n/a	no
BRETT NEIL ROSEN	n/a	NEW YORK, NY	0	35	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WEINBERG, MATTHEW, ALAN	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	yes	10/2006	Jan 23, 2012	Feb 19, 2024
ROSEN, BRETT, NEIL	Member	A	no	06/2012	Jan 25, 2016	Feb 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Manhasset	NY	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 2, 2026	$827M	$827M	7	5	3	n/a	n/a
2024	Feb 25, 2025	$771M	$771M	7	5	3	n/a	n/a
2023	Feb 19, 2024	$749M	$749M	8	6	3	n/a	n/a
2022	Feb 7, 2023	$708M	$708M	7	6	3	n/a	n/a
2021	Feb 2, 2022	$846M	$846M	9	7	4	n/a	n/a
2020	Feb 1, 2021	$705M	$705M	8	6	4	n/a	n/a
2019	Mar 17, 2020	$934M	$934M	7	7	2	n/a	n/a
2018	Jan 30, 2019	$840M	$840M	9	9	2	n/a	n/a
2017	Feb 5, 2018	$835M	$835M	9	8	2	n/a	n/a
2016	Jan 24, 2017	$839M	$839M	8	8	n/a	n/a	n/a
2015	Jan 25, 2016	$758M	$758M	11	10	n/a	n/a	n/a
2014	Jan 16, 2015	$803M	$803M	10	9	n/a	n/a	n/a
2013	Feb 12, 2014	$714M	$714M	10	9	n/a	n/a	n/a
2012	Mar 5, 2013	$645M	$645M	10	8	n/a	n/a	n/a
2011	Jan 23, 2012	$549M	$549M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$827M	$771M	7.3%	$708M	5.3%	7	7	3	3

Relationships

Registered with (10)

← BRETT NEIL ROSENAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← Benjamin WeinbergAdvisorregistration: current employment
Jan 28, 2022 to presentfactForm ADV
← DONALD MATTHEW BONDAdvisorregistration: current employment
May 7, 2021 to presentfactForm ADV
← JOHN ROBERT MARXAdvisorregistration: current employment
May 7, 2021 to presentfactForm ADV
← MATTHEW ALAN WEINBERGAdvisorregistration: current employment
May 7, 2021 to presentfactForm ADV
← Ryan BabeufAdvisorregistration: current employment
Sep 29, 2020 to presentfactForm ADV
← andrew schoenfeldAdvisorregistration: previous registration
Dec 1, 2021 to Apr 25, 2024factForm ADV
← JOHN DAVID PAKAdvisorregistration: previous registration
Nov 23, 2009 to Oct 15, 2020factForm ADV
← RICHARD S. SPINNERAdvisorregistration: previous registration
Oct 22, 2015 to Oct 15, 2019factForm ADV
← MICHAEL A SILVERAdvisorregistration: previous registration
Apr 5, 2016 to Sep 12, 2017factForm ADV

Controls (1)

← WEINBERG, MATTHEW, ALANOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 23, 2012 to Feb 19, 2024factForm ADV

Owns (1)

← ROSEN, BRETT, NEILOwnerMEMBER, ownership code A, individual
Jan 25, 2016 to Feb 19, 2024factForm ADV

Dated events

Occurred
Apr 25, 2024
Advisor changed firm
Andrew Schoenfeld left Edge Wealth Management, Llc for Kingswood Wealth Advisors, Llc (registered 2024-04-29)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2022
Control person left
John Douglas Spitz (Managing Member) no longer on Schedule A of Edge Wealth Management, Llc (listed 2022-02-02, absent 2022-07-01)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:546b91d4-c3ca-a8f4-5e3d-bfaa013efff1
First observed: Jan 23, 2012
Last observed: Feb 2, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EDGE WEALTH MANAGEMENT, LLC

CRD 142380

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:546b91d4-c3ca-a8f4-5e3d-bfaa013efff1

Data as of Feb 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:59 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Ryan Babeuf

Chartered Financial Analyst

HAVERTOWN, PA | NEW YORK, NY

n/a

DONALD MATTHEW BOND

n/a

NEW YORK, NY

n/a

JOHN ROBERT MARX

n/a

NEW YORK, NY

n/a

MATTHEW ALAN WEINBERG

n/a

NEW YORK, NY

n/a

Benjamin Weinberg

n/a

NEW YORK, NY

n/a

BRETT NEIL ROSEN

n/a

NEW YORK, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WEINBERG, MATTHEW, ALAN

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

10/2006

Jan 23, 2012

Feb 19, 2024

ROSEN, BRETT, NEIL

Member

06/2012

Jan 25, 2016

Feb 19, 2024

City

State

Country

Employees

Also broker-dealer

Manhasset

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 2, 2026

$827M

n/a

2024

Feb 25, 2025

$771M

n/a

2023

Feb 19, 2024

$749M

n/a

2022

Feb 7, 2023

$708M

n/a

2021

Feb 2, 2022

$846M

n/a

2020

Feb 1, 2021

$705M

n/a

2019

Mar 17, 2020

$934M

n/a

2018

Jan 30, 2019

$840M

n/a

2017

Feb 5, 2018

$835M

n/a

2016

Jan 24, 2017

$839M

n/a

2015

Jan 25, 2016

$758M

n/a

2014

Jan 16, 2015

$803M

n/a

2013

Feb 12, 2014

$714M

n/a

2012

Mar 5, 2013

$645M

n/a

2011

Jan 23, 2012

$549M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$827M

$771M

7.3%

$708M

5.3%