WEALTHEDGE INVESTMENT ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $472.1M |
| Discretionary | $472.1M100% of AUM |
| Client Accounts | 948 |
| Avg Account Size | $498K |
| Employees | 9 |
| Peak AUM | $472.1MMar 2026 |
| AUM CAGR | +14.8% /yrover 20 yrs · 34 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $472M | +17.6% | +22.8% | +16.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $472.1M |
| Discretionary | $472.1M |
| Employees | 9 |
| Client Accounts | 948 |
Contact & Location
Address
99 PARK AVE.
NEW YORK NY 10016
Phone
212-687-3600
Filing History
34 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$472M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Insurance Company