Investment adviser · CRD 171351
NEWEDGE ADVISORS
Investment adviser filing (IA)
NEWEDGE ADVISORS, LLC
NEW ORLEANS, LA, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $43.2B Form ADV · Item 5.F
- Client accounts
- 103,000 Accounts, not individual clients
- Employees
- 1,073 Reported in this filing
- Advisory professionals
- 515 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 | 13,112 | $28,424,127,309 | 65.8% |
| Individuals | 35,697 | $11,283,511,705 | 26.1% |
| Corporations & businesses | 663 | $2,983,843,779 | 6.9% |
| Retirement plans | 259 | $322,138,135 | 0.7% |
| Charities | 166 | $200,235,921 | 0.5% |
| Other clients | Fewer than 5 | $857,289 | 0.0% |
Filing source
Form ADV 2132545 · Sep 14, 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: Sep 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
858 CAMP STREETNEW ORLEANS, LA, 70130, United States
CRD 171351
Filing source
Form ADV 2132545 · Sep 14, 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.