NEWEDGE WEALTH, LLC
Legal name: NEW EDGE WEALTH
CRD #307771 SEC #801-118291 STAMFORD, CT 2034242262
SEC Registered
Total AUM
$12.1B
Discretionary
$11.7B
Employees
152
Clients
11
Accounts
14,680
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $12.1B | $11.7B | $386.6M | 152 | 28 |
| Jul 2025 | $12.1B | $11.7B | $386.6M | 152 | 28 |
| Mar 2025 | $12.1B | $11.7B | $386.6M | 152 | 28 |
| Oct 2024 | $8.6B | $8.2B | $372M | 115 | 18 |
| Sep 2024 | $8.6B | $8.2B | $372M | 115 | 18 |
| Feb 2024 | $8.6B | $8.2B | $372M | 115 | 18 |
| Sep 2023 | $6.9B | $6.5B | $452M | 80 | 9 |
| Jul 2023 | $6.9B | $6.5B | $452M | 80 | 9 |
| Jul 2023 | $6.9B | $6.5B | $452M | 80 | 9 |
| Apr 2023 | $5.7B | $4.4B | $1.3B | 80 | 0 |
| Oct 2022 | $5B | $4B | $991.4M | 77 | 2 |
| Oct 2022 | $5B | $4B | $991.4M | 77 | 2 |
| May 2022 | $4.4B | $3.5B | $836.8M | 42 | 80 |
| Mar 2022 | $4.4B | $3.5B | $836.8M | 42 | 80 |
| Feb 2022 | $2.8B | $2.4B | $368.7M | 24 | 80 |
| Feb 2022 | $2.8B | $2.4B | $368.7M | 24 | 80 |
| Oct 2021 | $2.8B | $2.4B | $368.7M | 24 | 80 |
| Sep 2021 | $2.8B | $2.4B | $368.7M | 24 | 80 |
| Jun 2021 | $1.8B | $1.6B | $253.4M | 20 | 80 |
| May 2021 | $1.8B | $1.6B | $253.4M | 13 | 80 |
| May 2021 | $1.8B | $1.6B | $253.4M | 13 | 80 |
| Mar 2021 | $1.8B | $1.6B | $253.4M | 13 | 80 |
DateNov 2025
Total AUM$12.1B
Discretionary$11.7B
Non-Disc.$386.6M
Employees152
Clients28
DateJul 2025
Total AUM$12.1B
Discretionary$11.7B
Non-Disc.$386.6M
Employees152
Clients28
DateMar 2025
Total AUM$12.1B
Discretionary$11.7B
Non-Disc.$386.6M
Employees152
Clients28
DateOct 2024
Total AUM$8.6B
Discretionary$8.2B
Non-Disc.$372M
Employees115
Clients18
DateSep 2024
Total AUM$8.6B
Discretionary$8.2B
Non-Disc.$372M
Employees115
Clients18
DateFeb 2024
Total AUM$8.6B
Discretionary$8.2B
Non-Disc.$372M
Employees115
Clients18
DateSep 2023
Total AUM$6.9B
Discretionary$6.5B
Non-Disc.$452M
Employees80
Clients9
DateJul 2023
Total AUM$6.9B
Discretionary$6.5B
Non-Disc.$452M
Employees80
Clients9
DateJul 2023
Total AUM$6.9B
Discretionary$6.5B
Non-Disc.$452M
Employees80
Clients9
DateApr 2023
Total AUM$5.7B
Discretionary$4.4B
Non-Disc.$1.3B
Employees80
Clients0
DateOct 2022
Total AUM$5B
Discretionary$4B
Non-Disc.$991.4M
Employees77
Clients2
DateOct 2022
Total AUM$5B
Discretionary$4B
Non-Disc.$991.4M
Employees77
Clients2
DateMay 2022
Total AUM$4.4B
Discretionary$3.5B
Non-Disc.$836.8M
Employees42
Clients80
DateMar 2022
Total AUM$4.4B
Discretionary$3.5B
Non-Disc.$836.8M
Employees42
Clients80
DateFeb 2022
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$368.7M
Employees24
Clients80
DateFeb 2022
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$368.7M
Employees24
Clients80
DateOct 2021
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$368.7M
Employees24
Clients80
DateSep 2021
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$368.7M
Employees24
Clients80
DateJun 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$253.4M
Employees20
Clients80
DateMay 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$253.4M
Employees13
Clients80
DateMay 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$253.4M
Employees13
Clients80
DateMar 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$253.4M
Employees13
Clients80