Key facts
- NEW EDGE WEALTH is a other based in STAMFORD, CT.
- NEW EDGE WEALTH reports $320.2M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 307771- Regulatory AUM
- $320.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 211
- Registered office
- STAMFORD, CT
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as NEWEDGE WEALTH, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for NEW EDGE WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is NEW EDGE WEALTH's AUM?
- NEW EDGE WEALTH manages approximately $320.2M in assets.