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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PARK EDGE ADVISORS, LLC

CRD 317521

CLEVELAND, OH

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:9fe501d4-5c60-22d8-657c-2e152e2fb07d

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 4
On other graphs: 0
Observed: May 6, 2022 to May 27, 2026
31 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=0.92 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $523MItem 5.F on the latest filing (2026-05-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $351M
Private client RAUM: $482MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $105Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 900
Individual clients: 212
High net worth clients: 100
Custody, client assets: $522M
SEC number: 801-125820
CRD: 317521
Filings on the tape: 31
First filed: May 6, 2022
Latest filed: May 27, 2026
Organised: Limited Liability Company, OH
Website: parkedgeadvisors.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
RICHARD WAYNE LOWRIE	n/a	CLEVELAND, OH \| HUMACAO, PR	4	34	5	no
KIMBERLY RUDOLPH MURPHY	Certified Financial Planner	CLEVELAND, OH	4	21	1	no
TODD CLARK KALISH	n/a	CLEVELAND, OH	4	29	5	no
MATTHEW ERIC GORDILLO	n/a	CLEVELAND, OH	4	31	6	no
Gavin Matthew Gewecke	n/a	CLEVELAND, OH \| HACKETTSTOWN, NJ	1	10	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
GORDILLO, MATTHEW, ERIC	MANAGING MEMBER	E	yes	10/2021	May 6, 2022	Dec 9, 2024
KALISH, TODD, CLARK	MANAGING MEMBER	E	yes	01/2018	May 6, 2022	Dec 9, 2024
KAR PLANNING LLC	Owner	A	yes	01/2024	Feb 21, 2024	Dec 9, 2024
LOWRIE INVESTMENTS, LLC	Member	C	yes	09/2021	May 6, 2022	Dec 9, 2024
LOWRIE, RICHARD, WAYNE	CHIEF COMPLIANCE OFFICER/MANAGING PARTNER	Na	yes	09/2021	May 6, 2022	Dec 9, 2024
LOWRIE, RICHARD, WAYNE	MANAGING MEMBER	E	yes	01/2017	May 6, 2022	Dec 9, 2024
MURPHY, KIMBERLY, RUDOLPH	MANAGING MEMBER	E	yes	01/2024	Feb 21, 2024	Dec 9, 2024
PARK EDGE GROUP LLC	Member	C	yes	09/2021	May 6, 2022	Dec 9, 2024
RL&K INVESTMENTS CLE LLC	Owner	A	yes	01/2024	Feb 21, 2024	Dec 9, 2024
WARNER, RONDA, LYNN	MANAGING MEMBER	F	yes	01/2024	Feb 21, 2024	Dec 9, 2024
GORDILLO CAPITAL, LLC	Member	B	no	09/2021	May 6, 2022	Dec 9, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
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; showing 4 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$523M	$351M	8	5	3	n/a	n/a
2024	Apr 3, 2025	$438M	$308M	8	5	3	n/a	n/a
2023	Mar 18, 2024	$460M	$311M	8	5	1	n/a	n/a
2022	Mar 27, 2023	$384M	$282M	7	4	0	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	0

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	$523M	$438M	19.3%	$384M	10.8%	8	8	3	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STRATOS WEALTH ADVISORS LLC	2	Nov 30, 2022	Jul 14, 2022	GATES MILLS, OH	Team lift out	RIA to RIA	3.6%

Relationships

Registered with (5)

← Gavin Matthew GeweckeAdvisorregistration: current employment
Sep 2, 2025 to presentfactForm ADV
← MATTHEW ERIC GORDILLOAdvisorregistration: current employment
Jul 14, 2022 to presentfactForm ADV
← KIMBERLY RUDOLPH MURPHYAdvisorregistration: current employment
Jul 1, 2022 to presentfactForm ADV
← TODD CLARK KALISHAdvisorregistration: current employment
Jul 1, 2022 to presentfactForm ADV
← RICHARD WAYNE LOWRIEAdvisorregistration: current employment
Jun 22, 2022 to presentfactForm ADV

Controls (9)

← LOWRIE, RICHARD, WAYNEOwnerMANAGING MEMBER, ownership code E, individual
May 6, 2022 to Dec 9, 2024factForm ADV
← GORDILLO, MATTHEW, ERICOwnerMANAGING MEMBER, ownership code E, individual
May 6, 2022 to Dec 9, 2024factForm ADV
← MURPHY, KIMBERLY, RUDOLPHOwnerMANAGING MEMBER, ownership code E, individual
Feb 21, 2024 to Dec 9, 2024factForm ADV
← KALISH, TODD, CLARKOwnerMANAGING MEMBER, ownership code E, individual
May 6, 2022 to Dec 9, 2024factForm ADV
← WARNER, RONDA, LYNNOwnerMANAGING MEMBER, ownership code F, individual
Feb 21, 2024 to Dec 9, 2024factForm ADV
← KAR PLANNING LLCOwnerOWNER, ownership code A, domestic entity
Feb 21, 2024 to Dec 9, 2024factForm ADV
← LOWRIE INVESTMENTS, LLCOwnerMEMBER, ownership code C, domestic entity
May 6, 2022 to Dec 9, 2024factForm ADV
← PARK EDGE GROUP LLCOwnerMEMBER, ownership code C, domestic entity
May 6, 2022 to Dec 9, 2024factForm ADV
← RL&K INVESTMENTS CLE LLCOwnerOWNER, ownership code A, domestic entity
Feb 21, 2024 to Dec 9, 2024factForm ADV

Owns (1)

← GORDILLO CAPITAL, LLCOwnerMEMBER, ownership code B, domestic entity
May 6, 2022 to Dec 9, 2024factForm ADV

Moved with (1)

← STRATOS WEALTH ADVISORS LLCRegistered adviser2 advisors, team lift out, same day
Nov 30, 2022 to Jul 14, 2022factForm ADV

Dated events

Occurred
Feb 21, 2024
Control person joined
Lynn Ronda Warner (Managing Member) appeared on Schedule A of Park Edge Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Feb 21, 2024
Control person joined
Rudolph Kimberly Murphy (Managing Member) appeared on Schedule A of Park Edge Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Nov 30, 2022
Team lift-out
2 advisors left Stratos Wealth Advisors LLC (Gates Mills, OH) for Park Edge Advisors, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
May 6, 2022
First Form ADV filing
Park Edge Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9fe501d4-5c60-22d8-657c-2e152e2fb07d
First observed: May 6, 2022
Last observed: May 27, 2026 3 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.

PARK EDGE ADVISORS, LLC

CRD 317521

CLEVELAND, OH

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:9fe501d4-5c60-22d8-657c-2e152e2fb07d

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD WAYNE LOWRIE

n/a

CLEVELAND, OH | HUMACAO, PR

KIMBERLY RUDOLPH MURPHY

Certified Financial Planner

CLEVELAND, OH

TODD CLARK KALISH

n/a

CLEVELAND, OH

MATTHEW ERIC GORDILLO

n/a

CLEVELAND, OH

Gavin Matthew Gewecke

n/a

CLEVELAND, OH | HACKETTSTOWN, NJ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GORDILLO, MATTHEW, ERIC

MANAGING MEMBER

yes

10/2021

May 6, 2022

Dec 9, 2024

KALISH, TODD, CLARK

MANAGING MEMBER

yes

01/2018

May 6, 2022

Dec 9, 2024

KAR PLANNING LLC

Owner

yes

01/2024

Feb 21, 2024

Dec 9, 2024

LOWRIE INVESTMENTS, LLC

Member

yes

09/2021

May 6, 2022

Dec 9, 2024

LOWRIE, RICHARD, WAYNE

CHIEF COMPLIANCE OFFICER/MANAGING PARTNER

yes

09/2021

May 6, 2022

Dec 9, 2024

LOWRIE, RICHARD, WAYNE

MANAGING MEMBER

yes

01/2017

May 6, 2022

Dec 9, 2024

MURPHY, KIMBERLY, RUDOLPH

MANAGING MEMBER

yes

01/2024

Feb 21, 2024

Dec 9, 2024

PARK EDGE GROUP LLC

Member

yes

09/2021

May 6, 2022

Dec 9, 2024

RL&K INVESTMENTS CLE LLC

Owner

yes

01/2024

Feb 21, 2024

Dec 9, 2024

WARNER, RONDA, LYNN

MANAGING MEMBER

yes

01/2024

Feb 21, 2024

Dec 9, 2024

GORDILLO CAPITAL, LLC

Member

09/2021

May 6, 2022

Dec 9, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$523M

$351M

n/a

2024

Apr 3, 2025

$438M

$308M

n/a

2023

Mar 18, 2024

$460M

$311M

n/a

2022

Mar 27, 2023

$384M

$282M

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

$523M

$438M

19.3%

$384M

10.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STRATOS WEALTH ADVISORS LLC

Nov 30, 2022

Jul 14, 2022

GATES MILLS, OH

Team lift out

RIA to RIA

3.6%