Investment adviser · CRD 317521
PARK EDGE ADVISORS, LLC
Investment adviser filing (IA)
CLEVELAND, OH, United States · Form ADV filed May 27, 2026
- Regulatory AUM
- $523M Form ADV · Item 5.F
- Client accounts
- 900 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 100 | $410,375,378 | 78.5% |
| Individuals | 212 | $71,554,002 | 13.7% |
| Retirement plans | Fewer than 5 | $15,491,898 | 3.0% |
| Charities | Fewer than 5 | $13,063,635 | 2.5% |
| Corporations & businesses | 12 | $12,064,672 | 2.3% |
Filing source
Form ADV 2105337 · May 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
2360 W 11TH STCLEVELAND, OH, 44113, United States
CRD 317521
Filing source
Form ADV 2105337 · May 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.