New Edge Wealth

Registered investment advisor · Stamford, Connecticut · CRD #307771

Assets Under Management

$19.9B

Client Accounts

19,593

Employees

211

CRD Number

307771

Registration

SEC Registered

Custodian

National Financial Services Llc, Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About New Edge Wealth

NewEdge Wealth is a wealth management division of NewEdge Capital Group, LLC, focused on providing institutional-caliber services to ultra high net worth clients, family offices, and institutions. Launched in December 2020, the firm emphasizes personalized service and advanced technology to meet the complex financial needs of its clients. With a commitment to client-centered stability, NewEdge Wealth offers customized wealth strategies, investment management, risk management, and wealth transiti

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for New Edge Wealth

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is New Edge Wealth's AUM?

New Edge Wealth reports approximately $19.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is New Edge Wealth headquartered?

New Edge Wealth is headquartered in Stamford, Connecticut.

What is New Edge Wealth's CRD number?

New Edge Wealth's CRD number is 307771. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.