RIA Intel›Advisers›New York›WEALTHEDGE INVESTMENT ADVISORS, LLC

WEALTHEDGE INVESTMENT ADVISORS, LLC

Advisory

N·NEW YORK, NY

Data as of Apr 8, 2026 · Source: SEC Form ADV

Total AUM
$472M
1-Year AUM Growth
+51.4%
3-Year CAGR
+18.1%
Employees
6
Assets Under Management
Total AUM$472M
Discretionary AUM$472M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients363
Team
Total Employees6
Investment Advisers9
Employee Growth (1Y)+33.3%
Filing History
Total Filings on Record30
First FilingMay 26, 2006
Latest FilingApr 8, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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