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NEW EDGE WEALTH
Legal name: NEWEDGE WEALTH, LLC
CRD 307771File 801-118291
APPROVED
Retail clients
Custody
Filing as of Apr 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$19.93B
Top 10% of cohort (national)
Discretionary AUM
$18.22B
Non-discretionary $1.71B
Clients
3,692
19,593 accounts
Employees
211
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 25, 2020
- Principal office
- 2200 ATLANTIC STREET, SUITE 200, STAMFORD, CT, 06902
- Phone
- 2034242262
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $19.93B
- Discretionary AUM
- $18.22B
- Non-discretionary AUM
- $1.71B
- Discretionary accounts
- 17,527
- Non-discretionary accounts
- 2,066
- Total accounts
- 19,593
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 38 | $544.3M |
| Insurance companies | Fewer than 5 | $1.8M |
| Charitable organizations | 23 | $368.4M |
| High net worth individuals | 1,557 | $17.64B |
| Pension and profit sharing plans | 10 | $170.9M |
| Individuals (other than high net worth individuals) | 2,064 | $1.20B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.