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EDGE WEALTH MANAGEMENT LLC

Company Details

Name: EDGE WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 20 Oct 2006 (19 years ago)
Entity Number: 3427259
ZIP code: 10022
County: New York
Place of Formation: New York
Address: Edge Wealth Management LLC, 805 3rd ave 12th floor, NEW YORK, NY, United States, 10022

Agent

Name Role Address
SCOTT A. ZIEGLER Agent C/O ZIEGLER & ZIEGLER & ASSOC., 570 LEXINGTON AVE., 44TH FL, NEW YORK, NY, 10022

DOS Process Agent

Name Role Address
MATTHEW WEINBERG DOS Process Agent Edge Wealth Management LLC, 805 3rd ave 12th floor, NEW YORK, NY, United States, 10022

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001567163
Phone:
2126820133

Latest Filings

Form type:
13F-HR
File number:
028-15102
Filing date:
2025-04-11
File:
Form type:
13F-HR
File number:
028-15102
Filing date:
2025-01-15
File:
Form type:
13F-HR
File number:
028-15102
Filing date:
2024-10-15
File:
Form type:
N-PX
File number:
028-15102
Filing date:
2024-08-02
File:
Form type:
13F-HR
File number:
028-15102
Filing date:
2024-07-12
File:

History

Start date End date Type Value
2006-10-20 2024-10-01 Address C/O ZIEGLER & ZIEGLER & ASSOC., 570 LEXINGTON AVE., 44TH FL, NEW YORK, NY, 10022, USA (Type of address: Registered Agent)
2006-10-20 2024-10-01 Address C/O ZIEGLER ZIEGLER & ASSOC., 570 LEXINGTON AVE., 44TH FL, NEW YORK, NY, 10022, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241001035376 2024-10-01 BIENNIAL STATEMENT 2024-10-01
221003001687 2022-10-03 BIENNIAL STATEMENT 2022-10-01
201005060218 2020-10-05 BIENNIAL STATEMENT 2020-10-01
191007060784 2019-10-07 BIENNIAL STATEMENT 2018-10-01
180213002015 2018-02-13 BIENNIAL STATEMENT 2016-10-01

Court Cases

Court Case Summary

Filing Date:
2022-03-21
Status:
Terminated
Nature Of Judgment:
no monetary award
Jury Demand:
Plaintiff demands jury
Nature Of Suit:
Americans with Disabilities Act - Other

Parties

Party Name:
WILLIAMS
Party Role:
Plaintiff
Party Name:
EDGE WEALTH MANAGEMENT LLC
Party Role:
Defendant

Date of last update: 28 Mar 2025

Sources: New York Secretary of State