Wealthedge Investment Advisors, Llc
- Regulatory AUM
- $472M
- Discretionary
- $472M
- Clients
- 379
- Avg AUM / client
- $1.2M
- Accounts
- 948
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Apr 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 192 | $58.2M | 12.3% |
| High net worth individuals | 98 | $346M | 73.4% |
| Pension and profit sharing plans | 82 | $64.6M | 13.7% |
| Charitable organizations | 1 | $548K | 0.12% |
| Corporations and other businesses | 6 | $2.3M | 0.49% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gerard Addeo | Managing Member | Nov 1999 (27y) | 75% or more | |
| Mark Salerno | Member | CFP | Mar 2016 (10y) | 5% – 10% |
| Liautaud, Yandie | Member | Jan 2019 (8y) | 5% – 10% | |
| Enri Dama | Chief Investment Officer | May 2024 (2y) | Less than 5% | |
| Liam Hibbits | Registered representative | Apr 2023 (3y) | ||
| Fahad Hasan | Registered representative | CFA | May 2024 (2y) | |
| John Thomas Preston | Registered representative | Jun 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kagan, Stan | Member | Jan 2019 | A | 5% – 10% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SHARE IN THIRD PARTY ADVISORY FEES
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $424M (90% of AUM) Apr 2026
- Fidelity Brokerage Services $29.9M (10% of AUM) Feb 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗