New Edge Wealth

• A percentage of assets under your management
• Fixed fees (other than subscription fees)
• Commissions
• Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated April 23, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$19,926,358,801 as of October 2026, filing dated April 23, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Legal name

Newedge Wealth, LLC

Also doing business as

ALIGNED BY NEWEDGE WEALTH, NEWEDGE FAMILY OFFICE, NEWEDGE INVESTMENT SOLUTIONS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2020 (6 years)

Employees

Total: 211. Performing investment advisory functions: 99.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLCNational Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

15 other offices, as of the May 2026 filing

Allentown, PAAtlanta, GABoca Raton, FLChicago, ILCoral Gables, FLFranklin, TNKnoxville, TNManhattan Beach, CAMcMurray, PAMiami, FLNew York, NYPittsburgh, PAPortsmouth, NHRogers, ARSan Francisco, CA

States registered or notice-filed

53 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $2,785,536,668 in the October 2021 data and $19,926,358,801 in the October 2026 data, up 615%.

Total employees: 24 in October 2021 and 211 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • Regulatory assets under management went from $12,064,984,416 to $19,926,358,801 (+65%).
   • Employees performing advisory functions went from 70 to 99.
   • Added the business name Aligned by Newedge Wealth.
   • Changed its office addresses in Atlanta, GA.
   • Added an office in Chicago, IL.
   • Added an office in Knoxville, TN.
   • Added an office in New York, NY.
2. December 2025
   • Added the business name Newedge Family Office.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.