MW
MW

Matthew Alan Weinberg

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
261 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$770.7M

Fee Structure

Financial Planning:Included in AUM fee
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Location

805 Third Avenue, Floor 12, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Edge Wealth Management, LLC
May 2021 - Present · 4 yrs 9 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.