Matthew Weinberg
Edge Wealth Management · New York, New York
Matthew Weinberg is a fee-only financial advisor at Edge Wealth Management in New York, New York. Matthew focuses on estate & legacy planning. Edge Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Edge Wealth Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $827.2M across 453 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1540387 |
| Exams passed | Series 63 (1992) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.edgewealth.com |
| Profile |
How Matthew's firm compares
- Edge Wealth Management's average account is about $1.8 million, from its Form ADV (assets managed divided by 453 accounts).
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Questions about Matthew
Is Matthew Weinberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Edge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Edge Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Weinberg based?
Matthew Weinberg is based in New York, New York.
What does Matthew specialize in?
Matthew's specialties include estate & legacy planning.
Is Matthew Weinberg registered with the SEC?
Yes. Matthew Weinberg is registered as an investment adviser representative in NY (CRD 1540387), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Edge Wealth Management manage?
Edge Wealth Management reports $827.2M across 453 accounts in assets under management.
How do I contact Matthew Weinberg?
Through Matthew's website, www.edgewealth.com.
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
- Edge Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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