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NEWEDGE ADVISORS

NEWEDGE ADVISORS, LLC

CRD 171351 · SEC 801-79876

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858 CAMP STREET, NEW ORLEANS, LA, 70130, United States

Phone

504-459-4391

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$43.21B

Discretionary AUM

$41.83B

Team

1073 total employees; 515 advisory reps; 122 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals35697$11.28B
High net worth individuals13112$28.42B
Pension/profit sharing plans259$322.1M
Charitable organizations166$200.2M
Corporations/business entities663$2.98B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD