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| Newedge Wealth LLC
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| CRD # | 307771 |
| SEC # | 801-118291 |
| CIK # | 0001861796 |
| AUM | 19.93 B (2026-04-23) |
| Employees | 211 (47% Investors, 45% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-424-2262 |
| Address | 2200 Atlantic Street Stamford, CT 06902 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 29 Jul 2026 | NewEdge Wealth LLC Cuts Stake in Transdigm Group Incorporated $TDG — MarketBeat |
| Sun, 26 Jul 2026 | Valero Energy Corporation $VLO Shares Sold by NewEdge Wealth LLC — MarketBeat |
| Tue, 16 Jun 2026 | NewEdge Wealth Expands Nashville Presence With Team Led By James Nichols — Pulse 2.0 |
| Thu, 28 May 2026 | NewEdge Wealth Adds Experienced Wealth Advisor to Growing Atlanta Office — Business Wire |
| Thu, 28 May 2026 | NewEdge Wealth adds former Merrill Lynch advisor in Atlanta expansion — Alternatives Watch |
| CIK | Period |
|---|---|
| 0001861796 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Nvidia Corp | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Gilead Sciences Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Wells Fargo & Co/MN | 0.1 | ||
| Novartis AG | 0.1 | ||
| KLA Tencor Corp | 0.1 | ||
| Autozone Inc | 0.1 | ||
| Lam Research Corp | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| Suncor Energy Inc | 0.1 | ||
| Visa Inc | 0.1 | ||
| Allison Transmission Holdings Inc | 0.1 | ||
| eBay Inc | 0.1 | ||
| MGIC Investment Corp | 0.1 | ||
| Vistra Energy Corp | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,064 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,557 | 17.6 |
| (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 | 10 | 0.2 |
| (h) Charitable organizations | 23 | 0.4 |
| (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 | 38 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 19,593 | 19.9 |
| By Discretionary | ||
| Discretionary | 17,527 | 18.2 |
| Non-Discretionary | 2,066 | 1.7 |
| Total | 19,593 | 19.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 19.6 | |
| Total | 19,593 | 19.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 37 (1 non-US) |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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Stratos Wealth Partners Ltd
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|
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AR | 18.04 B |
|
Wilmington Trust Investment Advisors Inc
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|
DE | 17.83 B |