WEALTHEDGE INVESTMENT ADVISORS, LLC

CRD 126337File 801-66845

APPROVED

Retail clients

Custody

Filing as of Apr 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$472.1M

Above cohort median (national)

Discretionary AUM

$472.1M

Clients

379

948 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jul 10, 2006
Principal office: 99 PARK AVE., SUITE 1920, NEW YORK, NY, 10016
Phone: 212-687-3600
Website: https://www.wealthedge.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $472.1M
Discretionary AUM: $472.1M
Non-discretionary AUM: $0
Discretionary accounts: 948
Non-discretionary accounts: 0
Total accounts: 948
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$2.3M
Charitable organizations	1	$548K
High net worth individuals	98	$346.4M
Pension and profit sharing plans	82	$64.6M
Individuals (other than high net worth individuals)	192	$58.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — SHARE IN THIRD PARTY ADVISORY FEES
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.