Data / Investment advisers / Connecticut / New Edge Wealth
New Edge Wealth, Stamford, CT: $19.9 billion AUM, SEC registered investment adviser
New Edge Wealth is an SEC registered investment adviser with its main office in Stamford, Connecticut and reports $19.9 billion in regulatory assets under management in its Form ADV filed April 23, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and commissions.
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- Registration
- SEC registered investment adviser
- CRD number
- 307771
- SEC file number
- 801-118291
- SEC status
- Approved, effective March 25, 2020
- Legal name
- Newedge Wealth, LLC
- Main office
- 2200 Atlantic Street Suite 200, Stamford, CT 06902
- Phone
- (203) 424-2262
- Regulatory AUM
- $19,926,358,801 in the Form ADV filed April 23, 2026
- Discretionary AUM
- $18,220,388,983
- Non discretionary AUM
- $1,705,969,818
- Accounts
- 19,593
- Employees
- 211, of which 99 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions, performance based fees
- Other offices
- 18
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,557 | $17.64 billion |
| Individuals (other than high net worth individuals) | 2,064 | $1.20 billion |
| Corporations or other businesses | 38 | $544.3 million |
| Charitable organizations | 23 | $368.4 million |
| Pension and profit sharing plans | 10 | $170.9 million |
| Insurance companies | Fewer than 5 | $1.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $19.93 billion | March 31, 2026 |
| December 1, 2025 | $12.06 billion | November 14, 2025 |
Other advisers in Stamford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tudor Investment Corporation | Stamford | $106.84 billion | 10 | adviserinfo.sec.gov |
| Viking Global Investors LP | Stamford | $78.20 billion | 15 | adviserinfo.sec.gov |
| Hudson Bay Capital Management LP | Stamford | $40.71 billion | 11 | adviserinfo.sec.gov |
| Steward Partners Investment Advisory, LLC | Stamford | $36.73 billion | Not listed | adviserinfo.sec.gov |
| Hildene Capital Management | Stamford | $20.18 billion | 74 | adviserinfo.sec.gov |
| O'shaughnessy Asset Management, LLC | Stamford | $19.78 billion | Not listed | adviserinfo.sec.gov |
| Spectrum Asset Management, Inc. | Stamford | $18.30 billion | 1 | adviserinfo.sec.gov |
| Amg Funds LLC | Stamford | $18.25 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Stamford, CT
- Investment advisers in Connecticut
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- New Edge Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.