WealthEdge Advisors

What WealthEdge Advisors does

WealthEdge Investment Advisors LLC is a privately held, SEC-registered investment advisory firm headquartered at 99 Park Avenue in Midtown Manhattan, New York. The firm operates a unified advisory platform organized around three integrated service pillars — investment management, financial planning, and accounting/tax services — and serves high-net-worth individuals and families, corporate executives, and closely held business owners. Its investment offering includes six proprietary multi-asset strategies (Dynamic Income, Dynamic Allocation, Disruptive Stock, Blue Chip Core Equity, Core Satellite, and ETF Portfolios) plus access to alternative investments spanning private equity, hedge funds, venture capital, real estate, private credit, and collectibles.

The firm is structured around three Managing Partners (Enri Dama as Head of Investments, Stan Kagan as Director of Taxation, and Yandie Liautaud as Financial Planning Director) supported by a credentialed team that includes CFPs, CPAs, and a CLTC-designated planner. Revenue is generated through fee-based advisory engagements on a recurring subscription-like basis, with pricing not publicly disclosed and customized per HNW client. The technology footprint is thin: no proprietary platform, no API, no developer integrations, and only a client portal that links to third-party service providers for portfolio reporting, 401K management, tax preparation, and payroll. The firm's 13F-HR filings (disclosing positions in names such as Visa, Elevance Health, and Alphabet) indicate assets under management in excess of the $100 million threshold that triggers institutional reporting, though revenue and AUM are not publicly disclosed.

Name

WealthEdge Advisors

Legal name

WealthEdge Investment Advisors LLC

Website

https://wealthedge.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

WealthEdge Investment Advisors LLC is an SEC-registered, independent advisory firm in Midtown Manhattan providing integrated investment management, financial planning, and tax/accounting services to high-net-worth individuals, families, corporate executives, and business owners through a credentialed, relationship-driven model.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Tax-Focused Wealth Management RIAs (FSAAACAD), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management services
• Tax accounting services
• Alternative investments advisory

Headquarters

HQ city

New City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Wealth Management & Advisory Fees: Fee-based financial advisory services for investment management, financial planning, and tax strategy. Services include portfolio management, comprehensive financial planning, tax preparation, and accounting services for high-net-worth clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

WealthEdge Advisors provides fee-based investment management, comprehensive financial planning, and accounting/tax services to high-net-worth individuals, families, corporate executives, and closely-held business owners. Investment offerings include multiple proprietary active strategies (Dynamic Income, Dynamic Allocation, Blue Chip Core Equity, Disruptive Stock, Core Satellite, ETF Portfolios) alongside access to alternatives (private equity, hedge funds, venture capital, real estate, private credit, collectibles). Planning and tax services cover trusts, estate, retirement, succession, philanthropic, and business advisory needs under a family-office style engagement model.

Product overview

WealthEdge Advisors is a Registered Investment Advisor headquartered in New York City offering a comprehensive suite of wealth management services. The firm operates as a unified advisory platform combining three core service pillars: Investment Management, Financial Planning, and Accounting & Tax services. The investment offering spans multiple proprietary strategies including WealthEdge Dynamic Income (active fixed income/dividend), WealthEdge Dynamic Allocation (multi-asset), WealthEdge Disruptive Stock Strategy, WealthEdge Blue Chip Core Equity, WealthEdge Core Satellite, and WealthEdge ETF Portfolios. Alternative investments include private equity, hedge funds, venture capital, real estate (REITs, private funds, direct property), private credit, and collectibles. Financial planning covers multi-generational wealth preservation, estate/trust planning, retirement, succession, and philanthropic advisory. Accounting and tax services include preparation, compliance, K-1, bookkeeping, and business advisory. Client access is provided through a portal platform connecting to third-party services for wealth management, portfolio reporting, 401K, tax preparation, and payroll.

Differentiator

Problem solved

Functional benefit

Brands

• WealthEdge Dynamic Income: Actively managed liquid portfolio of fixed income ETFs and high-quality dividend equities to produce excellent yield and potential for capital appreciation.
• WealthEdge Dynamic Allocation
• WealthEdge Disruptive Stock Strategy
• WealthEdge Blue Chip Core Equity
• WealthEdge Core Satellite
• WealthEdge ETF Portfolios

Products and services

• Investment Management Services Full-spectrum discretionary investment management providing HNW clients, corporate executives, and business owners access to equities, fixed income, and alternative investments including real estate, private equity, private credit, hedge funds, venture capital, art, and uncorrelated investment opportunities.
• Financial Planning Services Comprehensive financial planning for HNW individuals and families covering multi-generational wealth preservation, trusts and estate planning, cash flow and retirement planning, succession planning and family governance, philanthropic advisory, insurance planning, elder care, and special needs planning.
• Accounting & Tax Services Tax preparation, K-1 preparation, tax compliance advisory, bill pay and cash management, cash projection and liquidity planning, partnership accounting, business advisory, and bookkeeping services for individuals, executives, and business owners.
• WealthEdge Dynamic Income Actively managed liquid portfolio of fixed income ETFs and high-quality dividend equities designed to produce excellent yield and potential for capital appreciation.
• WealthEdge Dynamic Allocation Actively managed portfolios of stocks, bonds, and ETFs seeking excellent risk-adjusted returns across full market cycles, dynamically adjusting exposures to asset classes and sub-categories globally based on valuations and expected returns.
• WealthEdge Disruptive Stock Strategy An active equity portfolio of highly innovative companies, with stock selection based on both fundamental and technical analysis.
• WealthEdge Blue Chip Core Equity An active equity portfolio of large-cap stocks comprised of companies that have leadership in their respective industries, financial strength, growth, profitability, and reasonable or attractive valuations.
• WealthEdge Core Satellite Semi-active portfolio incorporating passive exposure to broad stock and bond market indices along with active selection of specific sectors, companies, and alternative assets such as Bitcoin and gold.
• WealthEdge ETF Portfolios Curated selection of low-cost ETFs providing broad diversification globally for stocks and bonds along with disciplined rebalancing.
• Private Equity Investment Services Traditional PE funds, pre-IPO growth companies, leveraged buyouts, and other strategies across both emerging and established managers, provided as part of WealthEdge's alternative investment offering.
• Hedge Fund Investment Services Long/short equity, global macro, convertible bond arbitrage, managed futures, and niche strategies with sustainable outperformance, sourced as part of the firm's alternatives platform.
• Venture Capital Investment Services VC funds and direct investment opportunities in early-stage companies, provided as part of WealthEdge's alternative investment offering.
• Real Estate Investment Services Direct investments in specific properties, real estate investment trusts (REITs), and private funds with the goal of income generation and capital growth resistant to inflation and potentially uncorrelated to stocks and bonds.
• Fixed Income Services Traditional bond ladders with customized risk and maturity profiles across Treasury, municipal, and corporate bonds.
• Custom Portfolio Strategies Market-neutral strategies, stock options, direct indexing, 351 exchanges, 1035 exchanges, and other bespoke strategies based on specific client needs and goals.
• Client Portal Services Client-facing portal providing access to wealth management, portfolio management, 401K manager, tax manager, and payroll manager services through third-party platforms.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Carson Group: A large wealth management firm providing financial advisors with investment, planning, tax, and coaching resources to serve HNW households. Comparable integrated wealth stack and HNW client base, with much greater scale and technology investment.
• Focus Financial Partners: A large RIA consolidator partnering with independent wealth management firms nationwide. Comparable because it acquires and supports independent advisory firms serving HNW clients with integrated investment and planning services, representing both a potential acquirer and a scale benchmark for WealthEdge.
• Creative Planning: One of the largest independent RIAs in the U.S., offering investment management, financial planning, and tax services to HNW clients. Comparable integrated service model and HNW target market, though operating at dramatically greater AUM scale.
• Mariner Wealth Advisors: A large national RIA offering investment management, financial planning, tax, and estate services to HNW clients. Comparable integrated offering and HNW focus, though at significantly greater scale; represents both a competitor for HNW clients and a potential acquirer.

Direct peers

• Dynasty Financial Partners: An integrated platform supporting independent RIAs serving HNW and UHNW clients with wealth management, investment, and planning services. Closely comparable business model — independent advisor teams offering family-office-style integrated advice under a centralized infrastructure.
• Buckingham Strategic Wealth: An RIA providing evidence-based investment management, financial planning, and tax services to HNW individuals and families. Comparable integrated wealth offering with similar HNW/executive client focus and fee-based model.
• Tolleson Wealth Management: A boutique private wealth management firm serving HNW families, founders, and executives with multi-generational planning and integrated investment services. Closely comparable in size, HNW/ultra-affluent positioning, and family-office-style integrated offering.
• Commonwealth Financial Network: An independent advisor platform supporting wealth managers serving HNW clients with integrated investment, planning, and tax-adjacent services. Comparable independent-ownership model and integrated HNW offering, though operating at much greater scale.
• HighTower Advisors: An RIA platform built around independent advisor teams serving HNW clients with comprehensive wealth management and investment solutions. Closely aligned with WealthEdge's relationship-based, multi-service model for affluent individuals and families.
• Biondo Investment Advisors: A boutique independent RIA providing personalized investment management and financial planning to HNW individuals and families. Closely comparable in scale, independent ownership, and HNW focus — a useful size-comparable benchmark.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/askwealthedge

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WealthEdge Advisors