Newedge Wealth, LLC
● SEC registered since 2020CRD 307771SEC# 801-118291Stamford, CT
Reg. AUM
$19.93B
Employees
211
Accounts
19,593
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 $19.9 billion in regulatory assets under management and employs 211 people.
Newedge Wealth, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Jason Schnier Control | General Counsel And Secretary | Under 5% | 2020 |
| John A Straus Control | President | Under 5% | 2020 |
| Joseph Franklin Banco Control | Cfo And Treasurer | Under 5% | 2020 |
| Kyle Peter Smith Control | Executive Vice President | Under 5% | 2020 |
| Newedge Capital Group, LLC Control | Newedge Wealth, Llc Is Wholly Owned By Newedge Capital Group, Llc | Over 75% | 2020 |
| Nicole Ann Early Davis Control | Chief Compliance Officer | Under 5% | 2024 |
| Richard Lewis Hollmann | Executive Vice President | Under 5% | 2022 |
| Robert John Sechan Control | Chief Executive Officer | Under 5% | 2022 |
| Edgeco Guarantor, L.P. Control | Partner | Over 75% | 2020 |
| Edgeco Holdings, L.P. Control | Shareholder | Over 75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Newedge Wealth, LLC manage?
Newedge Wealth, LLC reports $19.9 billion in regulatory assets under management on its Form ADV.
How many employees does Newedge Wealth, LLC have?
Newedge Wealth, LLC reports 211 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
| Address | 2200 Atlantic Street, Suite 200, Stamford, CT 06902 |
| Phone | 2034242262 |
| Office hours | 8:30a.m. -5:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$19.93B▲ 65%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$19.93Bregulatory AUM
Discretionary $18.22BNon-discretionary $1.71B