New Edge Wealth
Stamford, CT·SEC-registered · CRD #307771
New Edge Wealth is an SEC-registered investment advisory firm in Stamford, CT managing $20B across 22k client accounts, with 99 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$20B
Client accounts
22k
Advisory staff
99
Fee model
Fee-based
How New Edge Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about New Edge Wealth
How much does New Edge Wealth manage?
Per its most recent SEC Form ADV filing (04/23/2026), New Edge Wealth reports $20B in regulatory assets under management across roughly 22k client accounts.
How does New Edge Wealth charge?
New Edge Wealth is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is New Edge Wealth a fiduciary?
Yes. New Edge Wealth is registered with the U.S. Securities and Exchange Commission (CRD #307771), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is New Edge Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks New Edge Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Stamford, CT
Profile compiled from New Edge Wealth's public SEC Form ADV filing (CRD #307771, filed 04/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of New Edge Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with New Edge Wealth? Claim this profile.