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NEW EDGE WEALTH
NEWEDGE WEALTH, LLC
CRD 307771 · SEC 801-118291
2200 ATLANTIC STREET, SUITE 200, STAMFORD, CT, 06902, United States
Phone
2034242262
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$19.93B
Discretionary AUM
$18.22B
Team
211 total employees; 99 advisory reps; 37 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Commissions; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2064 | $1.20B |
| High net worth individuals | 1557 | $17.64B |
| Pension/profit sharing plans | 10 | $170.9M |
| Charitable organizations | 23 | $368.4M |
| Corporations/business entities | 38 | $544.3M |
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
- https://www.linkedin.com/company/newedgewealth/
- https://twitter.com/newedgewealth
- https://www.instagram.com/newedgewealth/
- http://www.newedgewealth.com
- https://facebook.com/newedgewealth
- https://www.youtube.com/@newedgewealth
- https://www.newedgefamilyoffice.com/
- https://www.linkedin.com/company/newedge-family-office/
- https://www.youtube.com/@newedgewealthalignedmiami
Official SEC filing: View on IAPD