Edge Wealth Management

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

3196 Kraft Ave SE Ste 101, Grand Rapids,...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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1
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1

About Edge Wealth Management

Edge Wealth Management is dedicated to simplifying financial planning for individuals and businesses, providing tailored strategies to help clients achieve their financial goals. Their services include wealth management, investment management, retirement plans, and estate planning, all designed to create actionable plans for clients. The firm emphasizes collaboration and personalized guidance, ensuring that clients are on the right financial path. Edge Wealth Management serves a diverse clientele, including those building wealth and businesses managing employee retirement plans.Explore more
Edge Wealth Management's Social MediaPopular SearchesEdge Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Edge Wealth Management Org Chart

PhoneEmail
NH
United States flag for contact location.

Principal National and Principal Life Financi...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Edge Wealth Management

<$5M
11-50
Private
-
-
NH
Nick HandelandPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
<$5M
11-50
Private
-
2001
DS
David ScheidelOwner. Managing Member. Personal Financial Specialist. Investment Advice and Planning
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
2015
JG
Jodi GambiniFinancial Planning Specialist
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Edge Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Edge Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Edge Wealth Management.

Edge Wealth Management Tech Stack

A closer look at the technologies used by Edge Wealth Management

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Frequently Asked Questions Regarding Edge Wealth Management

What is Edge Wealth Management's official website?
Edge Wealth Management's official website is www.edge-wm.com
What is Edge Wealth Management's Revenue?
Edge Wealth Management's revenue is <$5 Million
What is Edge Wealth Management's SIC code?
Edge Wealth Management's SIC: 62,628
What is Edge Wealth Management's NAICS code?
Edge Wealth Management's NAICS: 52,523
How many employees does Edge Wealth Management have?
Edge Wealth Management has 11-50 employees
What industry does Edge Wealth Management belong to?
Edge Wealth Management is in the industry of: Finance, Securities Trading
What is Edge Wealth Management competition?
Edge Wealth Management top competitors include: Stratos Wealth Advisors, Charles Carroll Financial Partners, KMR Wealth Advisory, Wealth Strategies
What technology does Edge Wealth Management use?
Some of the popular technologies that Edge Wealth Management uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, Font Awesome
What does Edge Wealth Management do?

Edge Wealth Management is dedicated to simplifying financial planning for individuals and businesses, providing tailored strategies to help clients achieve their financial goals. Their services include wealth management, investment management, retirement plans, and estate planning, all designed to create actionable plans for clients. The firm empha... sizes collaboration and personalized guidance, ensuring that clients are on the right financial path. Edge Wealth Management serves a diverse clientele, including those building wealth and businesses managing employee retirement plans.Read More

What are Edge Wealth Management social media links?
Edge Wealth Management Linkedin page
Is Edge Wealth Management a public company?
Edge Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Edge Wealth Management

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