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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 Oct 1, 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
- Website
- http://www.newedgewealth.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 152 | 211 | increased by59 |
| Apr 1, 2026 | Clients | 2,790 | 3,692 | increased by902 |
| Apr 1, 2026 | AUM | $12,064,984,416 | $19,926,358,801 | increased by$7,861,374,385 |
| Apr 1, 2026 | Accounts | 14,680 | 19,593 | increased by4,913 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 42 | 152 | increased by110 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 696 | 2,790 | increased by2,094 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,357,325,859 | $12,064,984,416 | increased by$7,707,658,557 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,283 | 14,680 | increased by11,397 |
| Apr 1, 2022 | Employees | 24 | 42 | increased by18 |
| Apr 1, 2022 | Clients | 270 | 696 | increased by426 |
| Apr 1, 2022 | AUM | $2,785,536,668 | $4,357,325,859 | increased by$1,571,789,191 |
| Apr 1, 2022 | Accounts | 1,743 | 3,283 | increased by1,540 |
| Oct 1, 2021 | Employees | 20 | 24 | increased by4 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEW EDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEW EDGE” may also match similarly-named firms). Confirm identity against each filing.
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.