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| Happy Holidays!! thanks for using AUM13F!! |
| Newedge Wealth LLC
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| CRD # | 307771 |
| SEC # | 801-118291 |
| CIK # | 0001861796 |
| AUM | $12.1 B (2025-07-22) |
| Employees | 152 (46% Investors, 62% Brokers) |
| Phone | 203-424-2262 |
| Address | 2200 Atlantic Street Stamford, CT 06902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.4 | ||
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Blackstone Group LP | 0.1 | ||
| Autozone Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,599 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,156 | 10.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 0.2 |
| (h) Charitable organizations | 10 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 14,680 | 12.1 |
| By Discretionary | ||
| Discretionary | 14,522 | 11.7 |
| Non-Discretionary | 158 | 0.4 |
| Total | 14,680 | 12.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 11.9 | |
| Total | 14,680 | 12.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001861796] | |
| SC 13G | [0001861796] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Newedge Wealth LLC | Istar Inc | [2023-02-14] |
| Newedge Wealth LLC | Istar Inc | [2023-02-14] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goldman Sachs Asset Management Hong Kong Limited
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|
12.9 | |
|
IFP Advisors LLC
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|
FL | 12.5 |
|
Circle Wealth Management LLC
✚
|
NJ | 12.5 |
|
Osaic Advisory Services LLC
✚
|
GA | 12.5 |
|
CliftonLarsonAllen Wealth Advisors LLC
✚
|
MN | 12.3 |
|
Macquarie Investment Management Austria Kapitalanlage AG
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|
12.3 | |
|
Bleakley Financial Group LLC
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|
NJ | 12.1 |
|
The Mather Group LLC
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|
IL | 11.7 |
|
Ameritas Advisory Services LLC
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|
NE | 11.5 |
|
Goldman Sachs Asset Management Singapore PTE Ltd
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11.0 |