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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 (18 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

Central Index Key

CIK number Mailing Address Business Address Phone
1567163 805 3RD AVE 12TH FLOOR, NEW YORK, NY, 10022 805 3RD AVE 12TH FLOOR, NEW YORK, NY, 10022 2126820133

Filings since 2024-08-02

Form type N-PX
File number 028-15102
Filing date 2024-08-02
Reporting date 2024-06-30
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Filings since 2024-07-12

Form type 13F-HR
File number 028-15102
Filing date 2024-07-12
Reporting date 2024-06-30
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Filings since 2024-04-16

Form type 13F-HR
File number 028-15102
Filing date 2024-04-16
Reporting date 2024-03-31
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Filings since 2024-01-11

Form type 13F-HR
File number 028-15102
Filing date 2024-01-11
Reporting date 2023-12-31
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Filings since 2023-10-13

Form type 13F-HR
File number 028-15102
Filing date 2023-10-13
Reporting date 2023-09-30
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Filings since 2023-07-14

Form type 13F-HR
File number 028-15102
Filing date 2023-07-14
Reporting date 2023-06-30
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Filings since 2023-04-18

Form type 13F-HR
File number 028-15102
Filing date 2023-04-18
Reporting date 2023-03-31
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Filings since 2023-01-25

Form type 13F-HR
File number 028-15102
Filing date 2023-01-25
Reporting date 2022-12-31
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Filings since 2022-10-19

Form type 13F-HR
File number 028-15102
Filing date 2022-10-19
Reporting date 2022-09-30
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Filings since 2022-07-22

Form type 13F-HR
File number 028-15102
Filing date 2022-07-22
Reporting date 2022-06-30
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Filings since 2022-04-14

Form type 13F-HR
File number 028-15102
Filing date 2022-04-14
Reporting date 2022-03-31
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Filings since 2022-01-21

Form type 13F-HR/A
File number 028-15102
Filing date 2022-01-21
Reporting date 2021-12-31
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Filings since 2022-01-14

Form type 13F-HR
File number 028-15102
Filing date 2022-01-14
Reporting date 2021-12-31
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Filings since 2021-10-13

Form type 13F-HR
File number 028-15102
Filing date 2021-10-13
Reporting date 2021-09-30
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Filings since 2021-07-23

Form type 13F-HR
File number 028-15102
Filing date 2021-07-23
Reporting date 2021-06-30
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Filings since 2021-04-09

Form type 13F-HR
File number 028-15102
Filing date 2021-04-09
Reporting date 2021-03-31
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Filings since 2021-01-19

Form type 13F-HR
File number 028-15102
Filing date 2021-01-19
Reporting date 2020-12-31
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Filings since 2020-10-21

Form type 13F-HR
File number 028-15102
Filing date 2020-10-21
Reporting date 2020-09-30
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Filings since 2020-08-03

Form type 13F-HR
File number 028-15102
Filing date 2020-08-03
Reporting date 2020-06-30
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Filings since 2020-04-20

Form type 13F-HR
File number 028-15102
Filing date 2020-04-20
Reporting date 2020-03-31
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Filings since 2020-01-29

Form type 13F-HR
File number 028-15102
Filing date 2020-01-29
Reporting date 2019-12-31
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Filings since 2019-10-21

Form type 13F-HR
File number 028-15102
Filing date 2019-10-21
Reporting date 2019-09-30
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Filings since 2019-07-15

Form type 13F-HR
File number 028-15102
Filing date 2019-07-15
Reporting date 2019-06-30
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Filings since 2019-04-11

Form type 13F-HR
File number 028-15102
Filing date 2019-04-11
Reporting date 2019-03-31
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Filings since 2019-01-11

Form type 13F-HR
File number 028-15102
Filing date 2019-01-11
Reporting date 2018-12-31
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Filings since 2018-10-22

Form type 13F-HR
File number 028-15102
Filing date 2018-10-22
Reporting date 2018-09-30
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Filings since 2018-07-17

Form type 13F-HR
File number 028-15102
Filing date 2018-07-17
Reporting date 2018-06-30
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Filings since 2018-04-05

Form type 13F-HR
File number 028-15102
Filing date 2018-04-05
Reporting date 2018-03-31
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Filings since 2018-01-18

Form type 13F-HR
File number 028-15102
Filing date 2018-01-18
Reporting date 2017-12-31
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Filings since 2017-10-19

Form type 13F-HR
File number 028-15102
Filing date 2017-10-19
Reporting date 2017-09-30
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Filings since 2017-08-02

Form type 13F-HR/A
File number 028-15102
Filing date 2017-08-02
Reporting date 2017-06-30
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Filings since 2017-07-28

Form type 13F-HR
File number 028-15102
Filing date 2017-07-28
Reporting date 2017-06-30
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Filings since 2017-04-12

Form type 13F-HR
File number 028-15102
Filing date 2017-04-12
Reporting date 2017-03-31
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Filings since 2017-01-24

Form type 13F-HR
File number 028-15102
Filing date 2017-01-24
Reporting date 2016-12-31
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Filings since 2016-10-13

Form type 13F-HR
File number 028-15102
Filing date 2016-10-13
Reporting date 2016-09-30
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Filings since 2016-07-08

Form type 13F-HR
File number 028-15102
Filing date 2016-07-08
Reporting date 2016-06-30
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Filings since 2016-04-08

Form type 13F-HR
File number 028-15102
Filing date 2016-04-08
Reporting date 2016-03-31
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Filings since 2016-01-11

Form type 13F-HR
File number 028-15102
Filing date 2016-01-11
Reporting date 2015-12-31
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Filings since 2015-10-07

Form type 13F-HR
File number 028-15102
Filing date 2015-10-07
Reporting date 2015-09-30
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Filings since 2015-07-07

Form type 13F-HR
File number 028-15102
Filing date 2015-07-07
Reporting date 2015-06-30
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Filings since 2015-04-06

Form type 13F-HR
File number 028-15102
Filing date 2015-04-06
Reporting date 2015-03-31
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Filings since 2015-01-12

Form type 13F-HR
File number 028-15102
Filing date 2015-01-12
Reporting date 2014-12-31
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Filings since 2014-10-07

Form type 13F-HR
File number 028-15102
Filing date 2014-10-07
Reporting date 2014-09-30
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Filings since 2014-07-25

Form type 13F-HR/A
File number 028-15102
Filing date 2014-07-25
Reporting date 2014-06-30
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Filings since 2014-07-11

Form type 13F-HR
File number 028-15102
Filing date 2014-07-11
Reporting date 2014-06-30
File View File

Filings since 2014-04-08

Form type 13F-HR
File number 028-15102
Filing date 2014-04-08
Reporting date 2014-03-31
File View File

Filings since 2014-01-16

Form type 13F-HR
File number 028-15102
Filing date 2014-01-16
Reporting date 2013-12-31
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Filings since 2013-10-07

Form type 13F-HR
File number 028-15102
Filing date 2013-10-07
Reporting date 2013-09-30
File View File

Filings since 2013-07-18

Form type 13F-HR
File number 028-15102
Filing date 2013-07-18
Reporting date 2013-06-30
File View File

Filings since 2013-04-17

Form type 13F-HR
File number 028-15102
Filing date 2013-04-17
Reporting date 2013-03-31
File View File

Filings since 2013-01-29

Form type 13F-HR
File number 028-15102
Filing date 2013-01-29
Reporting date 2012-12-31
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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

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
121024006193 2012-10-24 BIENNIAL STATEMENT 2012-10-01
101018002944 2010-10-18 BIENNIAL STATEMENT 2010-10-01
070215000098 2007-02-15 CERTIFICATE OF PUBLICATION 2007-02-15
061020000655 2006-10-20 ARTICLES OF ORGANIZATION 2006-10-20

Date of last update: 27 Nov 2024

Sources: New York Secretary of State