New Edge Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated April 23, 2026, reports $19.9B in regulatory assets under management, 211 employees, 18 offices, and 19,593 accounts.
Assets Under Management
$19.9B
Employees
211
Offices
18 offices
Total Clients
3,692
Primary office
STAMFORD, CT
2200 ATLANTIC STREET, SUITE 200, STAMFORD, CT, United States
Top client segmentIndividuals represent 55.9% of total clients.
Top client categories% of clientsClients
1
Individuals
55.9%
2,064
2
HNWI
42.2%
1,557
3
Corporations
1.0%
38
4
Charitable
0.6%
23
5
Pension Plans
0.3%
10
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$19.9Bas of April 23, 2026
Discretionary91.4%
$18.2B
91% of total RAUM91.4%
Non-discretionary8.6%
$1.7B
9% of total RAUM8.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$19.9B
Total Accounts19,593
10Y AUM Change+$19.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees211
Clients per Employee17:1
10Y Employee Change+210 (+21000.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.