# New Edge Wealth

> New Edge Wealth is an SEC-registered investment advisory firm in Stamford, CT, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 307771
- Filed as: NEW EDGE WEALTH
- 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)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307771
- AdvisorCensus page: https://advisorcensus.com/firm/new-edge-wealth-stamford-ct-307771

## Quick answers

**How is New Edge Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), New Edge Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions; performance-based fees.

**Where is New Edge Wealth located?**
New Edge Wealth's principal office is in Stamford, CT, according to its Form ADV; the May 2026 filing also lists 15 other offices (Schedule D, Section 1.F).

**Is New Edge Wealth registered with the SEC or a state?**
New Edge Wealth is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307771.

**How much does New Edge Wealth manage?**
New Edge Wealth reports $19,926,358,801 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (91% discretionary).

**How have New Edge Wealth's assets and staff changed since 2021?**
In the Form ADV data for New Edge Wealth: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does New Edge Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,064); high net worth individuals (1,557); corporations or other businesses not listed above (38).

**Which custodians does New Edge Wealth use?**
New Edge Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does New Edge Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307771

**What changed in New Edge Wealth's recent Form ADV filings?**
In the April 2026 filing data: 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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- National 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.

### Regulatory assets under management (Item 5.F)
- Total: $19,926,358,801
- Discretionary: $18,220,388,983
- Non-discretionary: $1,705,969,818

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,064 | $1,198,906,800 |
| High net worth individuals | 1,557 | $17,642,020,690 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $170,883,414 |
| Charitable organizations | 23 | $368,427,227 |
| Insurance companies | Fewer than 5 | $1,840,810 |
| Corporations or other businesses not listed above | 38 | $544,279,860 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 211 total, 99 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Allentown, PA
- Atlanta, GA
- Boca Raton, FL
- Chicago, IL
- Coral Gables, FL
- Franklin, TN
- Knoxville, TN
- Manhattan Beach, CA
- McMurray, PA
- Miami, FL
- New York, NY
- Pittsburgh, PA
- Portsmouth, NH
- Rogers, AR
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- newedgefamilyoffice.com
- newedgewealth.com
- Facebook @newedgewealth
- Instagram @newedgewealth
- LinkedIn @newedge-family-office
- LinkedIn @newedgewealth
- X @newedgewealth
- YouTube @newedgewealth
- YouTube @newedgewealthalignedmiami

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,785,536,668 | 24 | September 22, 2021 |
| October 2022 | $4,357,325,859 | 42 | May 27, 2022 |
| October 2023 | $6,917,822,610 | 80 | September 1, 2023 |
| October 2024 | $8,610,405,100 | 115 | September 30, 2024 |
| October 2025 | $12,064,984,416 | 152 | July 22, 2025 |
| October 2026 | $19,926,358,801 | 211 | April 23, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### December 2025
- Added the business name Newedge Family Office.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Edge Wealth (CRD 307771): Form ADV filing data as of October 2026.