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Strategic Edge Wealth Management, LLC (Northbrook)


Strategic Edge Wealth Management, LLC is a large advisory firm based in Northbrook. It manages $40.85 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Illinois and Texas.




Strategic Edge Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Edge Wealth Management: assets under management

The assets under management (AUM) of Strategic Edge Wealth Management, LLC is $40.85 million. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.5 million in discretionary accounts and $8.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $282.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.19 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Strategic Edge Wealth Management, LLC for their services and products based on a percentage of assets under management, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Northbrook

The principal office where Strategic Edge Wealth Management, LLC performs its advisory services is located at 1500 Skokie Blvd., Northbrook, IL 60062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (847) 849-5550 or by fax (847) 849-5580. The normal business hours are by appointment only on Other.


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