Amanda Preston
3edge Asset Management · Naples, Florida
Amanda Preston is a fee-only financial advisor at 3edge Asset Management in Naples, Florida, who holds the CFP credential. 3edge Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 3edge Asset Management |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.95B across 2,207 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA, TX · CRD 6604056 |
| Exams passed | Series 65 (2018) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/view-from-the-edge/id1455879521 |
How Amanda's firm compares
- 3edge Asset Management's average account is about $885,000, from its Form ADV (assets managed divided by 2,207 accounts).
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Questions about Amanda
Is Amanda Preston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and 3edge Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda's firm, 3edge Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Amanda Preston based?
Amanda Preston is based in Naples, Florida.
What credentials does Amanda Preston hold?
Amanda Preston holds the CFP credential.
Is Amanda Preston registered with the SEC?
Yes. Amanda Preston is registered as an investment adviser representative in CA, MA and TX (CRD 6604056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 3edge Asset Management manage?
3edge Asset Management reports $1.95B across 2,207 accounts in assets under management.
How do I contact Amanda Preston?
Through Amanda's website, podcasts.apple.com/us/podcast/view-from-the-edge/id1455879521.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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