RIA Intel›Advisers›Connecticut›NEWEDGE WEALTH, LLC

NEWEDGE WEALTH, LLC

Advisory

N·STAMFORD, CT

Data as of Apr 23, 2026 · Source: SEC Form ADV

Total AUM

$19.9B

1-Year AUM Growth

+40.1%

3-Year CAGR

+40.4%

Employees

99

Assets Under Management

Total AUM$19.9B

Discretionary AUM$18.2B

Non-Discretionary AUM$1.7B

Discretionary %91.4%

Total Clients2,790

Team

Total Employees99

Investment Advisers211

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record23

First FilingFeb 24, 2020

Latest FilingApr 23, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 6+ 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 WEALTH, LLC

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