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Newedge Wealth Holdings, L.P.

ShareholderNewedge Advisors, LLC

About Newedge Wealth Holdings, L.P.

Newedge Wealth Holdings, L.P. is listed as Shareholder at Newedge Advisors, LLC in New Orleans, LA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Newedge Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Newedge Wealth Holdings, L.P. work?

Newedge Wealth Holdings, L.P. is listed as Shareholder at Newedge Advisors, LLC on SEC Form ADV.

How much of Newedge Advisors, LLC does Newedge Wealth Holdings, L.P. own?

Form ADV reports a beneficial ownership band of Over 75%.

Newedge Advisors, LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2020