Ryan Babeuf
Edge Wealth Management · Havertown, Pennsylvania
Ryan Babeuf is a fee-only financial advisor at Edge Wealth Management in Havertown, Pennsylvania, who holds the CFA credential. Ryan 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 | Havertown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $827.2M across 453 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, PA · CRD 7296124 |
| Exams passed | Series 65 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.edgewealth.com |
| Profile |
How Ryan'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 Ryan
Is Ryan Babeuf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, Edge Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Ryan Babeuf based?
Ryan Babeuf is based in Havertown, Pennsylvania.
What does Ryan specialize in?
Ryan's specialties include estate & legacy planning.
What credentials does Ryan Babeuf hold?
Ryan Babeuf holds the CFA credential.
Is Ryan Babeuf registered with the SEC?
Yes. Ryan Babeuf is registered as an investment adviser representative in NY and PA (CRD 7296124), 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 Ryan Babeuf?
Through Ryan'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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