Investment adviser · CRD 307771
NEW EDGE WEALTH
Investment adviser filing (IA)
NEWEDGE WEALTH, LLC
STAMFORD, CT, United States · Form ADV filed Apr 23, 2026
- Regulatory AUM
- $19.9B Form ADV · Item 5.F
- Client accounts
- 19,593 Accounts, not individual clients
- Employees
- 211 Reported in this filing
- Advisory professionals
- 99 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,557 | $17,642,020,690 | 88.5% |
| Individuals | 2,064 | $1,198,906,800 | 6.0% |
| Corporations & businesses | 38 | $544,279,860 | 2.7% |
| Charities | 23 | $368,427,227 | 1.8% |
| Retirement plans | 10 | $170,883,414 | 0.9% |
| Insurance companies | Fewer than 5 | $1,840,810 | 0.0% |
Filing source
Form ADV 2098176 · Apr 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed · Commissions · Performance-based
Principal office
2200 ATLANTIC STREET, SUITE 200STAMFORD, CT, 06902, United States
CRD 307771
Filing source
Form ADV 2098176 · Apr 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.