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Newedge Wealth, LLC

● SEC registered since 2020CRD 307771SEC# 801-118291Stamford, CT
Export (members)
Reg. AUM
$12.06B
Employees
152
Accounts
14,680
Location
Stamford, CT

Newedge Wealth, LLC assets under management

Newedge Wealth, LLC is a registered investment adviser overseen by the SEC based in Stamford, CT. The firm has been registered since 2020. It reports $12.1 billion in regulatory assets under management and employs 152 people.
www.linkedin.com/company/newedgewealthView on SEC.gov ↗

Newedge Wealth, LLC owners & executives

18 reported
NameTitleOwnershipSince
David Jason Schnier ControlGeneral Counsel And SecretaryUnder 5%2020
John A Straus ControlPresidentUnder 5%2020
Joseph Franklin Banco ControlCfo And TreasurerUnder 5%2020
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Frequently asked questions

How much does Newedge Wealth, LLC manage?

Newedge Wealth, LLC reports $12.1 billion in regulatory assets under management on its Form ADV.

How many employees does Newedge Wealth, LLC have?

Newedge Wealth, LLC reports 152 employees.

Where is Newedge Wealth, LLC located?

Newedge Wealth, LLC is based in Stamford, CT and has been SEC-registered since 2020.

Does Newedge Wealth, LLC disclose fund performance?

Newedge Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2200 Atlantic Street, Suite 200, Stamford, CT 06902
Phone2034242262
Office hours8:30a.m. -5:30p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$11.68B
Non-discretionary$386.6M
Total (RAUM)$12.06B