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

4-10 advisors or $500M+ in AUM

Clients per advisor

48

Low

Average account size

$1,395,201

About

WealthEdge Investment Advisors provides discretionary investment management to individuals (including high‑net‑worth clients) and institutional clients such as pension and 401(k) plans, offering both individualized portfolio management and a suite of model portfolios. The firm implements portfolios on a discretionary basis, provides quarterly reporting, and also facilitates access to third‑party managers and private placement opportunities.

The firm combines fundamental and technical analysis with asset‑allocation frameworks, offering twenty‑two model portfolios that range from conservative, fixed‑income approaches to aggressive equity and thematic strategies (including a Disruptive Stock Strategy), as well as direct indexing and dynamic income approaches. WealthEdge monitors accounts continuously with at least quarterly reviews, uses selected third‑party portfolio strategists for some mandates, and discloses the risks of strategies such as direct indexing and securities‑backed lines of credit.

WealthEdge’s structure is notable for several less common features: it is affiliated with other advisory entities and an accounting affiliate (WealthEdge Tax, LLC), and it refers clients to a separate financial planning affiliate rather than providing planning directly. The firm also discloses that it may receive residual membership interests in private placements and may include alternative investments in its advisory calculations or negotiate side‑letter enhancements, arrangements that create potential conflicts of interest and are specifically disclosed in its brochure.

Client services

Portfolio management Selection of other advisers

Expertise

Private / alternative investments Passive / index investing Tax-loss harvesting Active portfolio management

Fee options

Percentage

$0+: 0.2% (for fixed income portfolios) +: up to 2.5% (for individual and model portfolio management services)

Commissions

Insurance commissions earned separately by licensed individuals, approx. 5% or less of their time/income, not paid to the firm directly.

Other

Account minimum: $50,000

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 Passive / index investing Tax-loss harvesting Active portfolio management
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 Passive / index investing Tax-loss harvesting Active portfolio management
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 Passive / index investing Tax-loss harvesting Active portfolio management
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 Passive / index investing Tax-loss harvesting Active portfolio management
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 Passive / index investing Tax-loss harvesting Active portfolio management
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 Passive / index investing Tax-loss harvesting Active portfolio management
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