RIA Intel›Advisers›Louisiana›NEWEDGE ADVISORS, LLC

NEWEDGE ADVISORS, LLC

Advisory

N·NEW ORLEANS, LA

Data as of Jul 6, 2026 · Source: SEC Form ADV

Total AUM

$43.2B

1-Year AUM Growth

+45.3%

3-Year CAGR

+26.8%

Employees

515

Assets Under Management

Total AUM$43.2B

Discretionary AUM$41.8B

Non-Discretionary AUM$1.4B

Discretionary %96.8%

Total Clients42,946

Team

Total Employees515

Investment Advisers1,073

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record176

First FilingMay 30, 2014

Latest FilingJul 6, 2026

🔒 Full AUM trend chart and 176 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NEWEDGE ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.