{"url":"https://nivawealth.com/firms/park-edge-advisors-317521","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317521","regulatoryAum":522549585,"crd":"317521","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7772492","suffix":null,"lastName":"Gewecke","firstName":"Gavin","middleName":"Matthew"},{"crd":"2430167","suffix":null,"lastName":"GORDILLO","firstName":"MATTHEW","middleName":"ERIC"},{"crd":"2865875","suffix":null,"lastName":"KALISH","firstName":"TODD","middleName":"CLARK"},{"crd":"1880589","suffix":"JR","lastName":"LOWRIE","firstName":"RICHARD","middleName":"WAYNE"},{"crd":"2796122","suffix":null,"lastName":"MURPHY","firstName":"KIMBERLY","middleName":"RUDOLPH"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-07-15","regulatoryAum":0,"clients":0,"employees":9,"offices":1},{"filedOn":"2023-05-02","regulatoryAum":384397251,"clients":317,"employees":7,"offices":2},{"filedOn":"2024-05-01","regulatoryAum":460231808,"clients":318,"employees":8,"offices":3},{"filedOn":"2025-04-03","regulatoryAum":438144994,"clients":328,"employees":8,"offices":4},{"filedOn":"2026-05-27","regulatoryAum":522549585,"clients":330,"employees":8,"offices":4}],"secFileNumber":"801-125820","legalName":"Park 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They include 212 individual clients, 100 high-net-worth individuals, and 12 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Park Edge Advisors offer?","answer":"Park Edge Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, education planning, estate planning, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Park Edge Advisors charge?","answer":"Park Edge Advisors charges 1.50% a year for its Portfolio Management Fees.","source":"ADV PART 2A-  PARK EDGE ADVISORS, LLC, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Park Edge Advisors use?","answer":"Park Edge Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Park Edge Advisors have?","answer":"Park Edge Advisors has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Park Edge Advisors invest in?","answer":"At the end of its last fiscal year, Park Edge Advisors’ separately managed accounts held 51% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% derivatives and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Park Edge Advisors?","answer":"Park Edge Advisors is owned through holding companies by Matthew Gordillo, Richard Lowrie, Todd Kalish, Ronda Warner and Kimberly Murphy. Its direct owners are Gordillo Capital, LLC, Lowrie Investments, LLC, Park Edge Group LLC, RL&K Investments Cle LLC and Kar Planning LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Park Edge Advisors get paid?","answer":"Park Edge Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Park Edge Advisors registered with the SEC?","answer":"Yes, Park Edge Advisors has been registered with the SEC as an investment adviser since 6 June 2022. 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