NEWEDGE WEALTH, LLC
Doing business as NEW EDGE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$19,926,358,801
Discretionary
$18,220,388,983
Non-discretionary
$1,705,969,818
Firm details
- CRD number
- 307771
- SEC file number
- 801-118291
- Main office
- STAMFORD, CT, United States
- Employees
- 211
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Commissions Performance-based
As of October 2026.