EDGE FINANCIAL ADVISORS, LLC
SEC file number 801-64547
· WHEATON, Illinois
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$362.4M
Discretionary AUM
$360.2M
Employees
6
Clients
—
Firm
- Address
- 111 WEST WESLEY STREET
WHEATON, Illinois 60187 - Phone
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- AdvisorNet Financial, Inc Medium name-match confidence · CIK 1409362 · Minnesota
- FINANCIAL EDGE FUND L P Medium name-match confidence · CIK 1008845 · Florida
- Growers Edge Financial, Inc. Medium name-match confidence · CIK 1708046 · Iowa
- Financial Synergies Wealth Advisors, Inc. Medium name-match confidence · CIK 2017868 · Texas
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Growers Edge Financial, Inc. · D · Oct 8, 2026$26.2M
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AdvisorNet Financial, Inc · D/A · Apr 21, 2026
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FINANCIAL EDGE FUND L P · D/A · Mar 10, 2026
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Growers Edge Financial, Inc. · D/A · Oct 17, 2025$32.5M
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Growers Edge Financial, Inc. · D/A · Apr 15, 2025$28M
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AdvisorNet Financial, Inc · D/A · Apr 15, 2025
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FINANCIAL EDGE FUND L P · D/A · Mar 13, 2025
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Financial Synergies Wealth Advisors, Inc. · D · Mar 5, 2025$7M
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Growers Edge Financial, Inc. · D · Jan 2, 2025$7M