Edge Wealth Management, LLC

Edge Wealth Management, LLC is a New York-based investment adviser established in 2006, offering discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm tailors its services to clients' needs through collaboration to establish appropriate investment profiles and strategies. Edge charges an annual investment advisory fee based on a percentage of assets under management and may provide limited financial planning services. Clients have discretion over non-investment-related financial planning decisions and may request recommendations for insurance products from a licensed insurance agent affiliated with the firm. Edge does not accept compensation from the sale of securities or other investment products. The firm primarily uses fundamental security analysis and may implement options strategies upon client request. Clients are advised on the risks associated with various investment types, including digital assets, and are provided with ongoing account reviews and reporting. Edge recommends Charles Schwab as a broker-dealer/custodian and receives certain benefits from Schwab, which may present a conflict of interest. The firm has not been subject to disciplinary actions and acts as a fiduciary under ERISA/IRC rules. Clients can contact the Chief Compliance Officer for further information.