WealthEdge Investment Advisors, LLC logo

WealthEdge Investment Advisors, LLC

Updated today

Client assets under management

$404,608,400

Clients

290

34% high-net-worth

Advisors

6

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

48

Low

Average account size

$1,395,201

About

WealthEdge serves individual and high‑net‑worth clients as well as retirement plans and businesses, offering discretionary portfolio management, model‑portfolio services, and access to third‑party portfolio strategists. The firm is a team of six advisors managing roughly $472 million for about 290 clients and delivers bespoke individual portfolios alongside a suite of model options.

Investment implementation emphasizes multi‑model core‑satellite and dynamic allocation strategies, backed by fundamental and technical analysis and active asset allocation; the firm offers about 22 model types and capabilities such as direct indexing and assistance with securities‑backed lines of credit. Accounts are managed on a discretionary basis with ongoing monitoring and at least quarterly reviews, and WealthEdge also uses outside managers and platforms to execute certain strategies.

Compared with many peers, WealthEdge is affiliated with other advisory and accounting entities (WealthEdge Tax, LLC and WealthEdge Planning, LLC) and routinely cross‑refers clients, while the investment advisory entity itself does not provide financial planning services directly. The firm also engages in private placements where it may receive residual membership interests and receives custodial economic benefits, arrangements that can create conflicts of interest clients should consider.

Client services

Portfolio management Selection of other advisers

Expertise

Private / alternative investments

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Fee options

Percentage

0.20% to 2.5% annually (varies by portfolio risk and structure)

Commissions

Certain individuals licensed as independent insurance agents may receive commissions for selling insurance products, which is separate and in addition to advisory fees.

Other

Account minimum: $50,000 Fee-only: Annual fees based on assets under management generally ranging from 0.2% (fixed income portfolios) to 2.5% (individual and model portfolio management)

Main office location

WealthEdge Investment Advisors, LLC

99 Park Ave., Suite 1920

New York NY 10016, United States

Number of offices

1

Most active in

New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Liam H

Series 65

New York, NY

WealthEdge Investment Advisors, LLC

Liam Hibbits is a financial advisor at WealthEdge Investment Advisors LLC with a Series 65 credential and two years of industry experience. Prior to joining WealthEdge, he worked in educational roles at Virginia Commonwealth University, Salisbury School, and Xavier High School. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients through discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team, offering customized portfolio management and a range of model strategies that incorporate asset allocation, fundamental and technical analysis, and tax considerations.

Private / alternative investments
user avatar

Fahad H

CFA®, Series 66

New York, NY

WealthEdge Investment Advisors, LLC

Fahad Hasan is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently with WealthEdge Investment Advisors LLC and has previously worked at Purshe Kaplan Sterling Investments, VOYA Financial Advisors, Arch Global Advisors, and National Brokerage Financial. He also serves as an insurance agent, providing services to legacy contacts. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients through discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team, offering customized individual management and a range of model portfolios that incorporate asset allocation, fundamental and technical analysis, and tax considerations.

Private / alternative investments
user avatar

John P

Series 63, Series 65, Series 66

New York, NY

WealthEdge Investment Advisors, LLC

John Preston is a financial advisor at WealthEdge Investment Advisors LLC with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Watts Capital Partners LLC and Beech Hill Advisors, Inc. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients with discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team and employs asset allocation alongside fundamental and technical analysis to guide investment decisions.

Private / alternative investments
user avatar

Enri D

Series 63, Series 65

New York, NY

WealthEdge Investment Advisors, LLC

Enri Dama is a financial advisor at WealthEdge Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at TSA Portfolio Management, Inc. and Halliday Financial, LLC since 2017, as well as Forefront Capital Markets, LLC from 2013 to 2017. Outside of his advisory roles, he provides consulting services through Ed Hammer LLC. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients with discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team, offering custom portfolios and a variety of model strategies that incorporate asset allocation, fundamental and technical analysis, and tax considerations.

Private / alternative investments
user avatar

Gerard A

Series 63

New York, NY

WealthEdge Investment Advisors, LLC

Gerard Addeo is a financial advisor at WealthEdge Investment Advisors LLC with 4 years of industry experience. He holds a Series 63 designation and has been associated with WealthEdge Advisors LLC since 2012. He also has a long-standing connection with affiliated entities WealthEdge Investment Advisors LLC and WealthEdge Tax Advisors LLC. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients through discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team and offers customized portfolio management alongside a range of model strategies that incorporate tax considerations and both fundamental and technical analysis.

Private / alternative investments
user avatar

Mark S

CFP®, Series 63

New York, NY

WealthEdge Investment Advisors, LLC

Mark Salerno is a CFP® with 33 years of industry experience, currently serving as an advisor at WealthEdge Investment Advisors LLC since 2015. He also operates as an independent insurance broker, a role he has held since 2000. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients through discretionary portfolio management and model portfolio services, managing approximately $402 million across a six-advisor team. The firm uses personal investment policy statements and combines asset allocation with fundamental and technical analysis to manage accounts.

Private / alternative investments
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