DBA: NEW EDGE WEALTH
| Total AUM | $19.93B |
| Discretionary | $18.22B91% of AUM |
| Non-Discretionary | $1.71B |
| Client Accounts | 19,593 |
| Avg Account Size | $1.0M |
| Employees | 211 |
| Peak AUM | $19.93BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $19.9B | +65.2% | +51.4% | +59.8% | |
| Discretionary AUM | |||||
| Total AUM | $19.93B |
| Discretionary | $18.22B |
| Employees | 211 |
| Client Accounts | 19593 |
| Client Range | 26-50 |
Address
2200 ATLANTIC STREET
STAMFORD CT 06902
Phone
2034242262
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$18.2B
91.4% of AUM
Non-Discretionary
$1.7B
8.6% of AUM
Disc. mix ▼ 5.4pp vs 1 year ago
Custody
| +47.2% /yrover 6 yrs · 31 filings |
Total AUM
$19.9B
| $18.2B |
| +56.0% |
| +60.6% |
| +61.7% |
| Non-Disc. AUM | $1.7B | +341.3% | +8.5% | +45.5% |
| Total Accounts | 20k | +33.5% | +40.1% | +82.0% |
| Avg Account Size | $1M | +23.7% | +8.1% | 12.2% |
| Employees | 211 | +38.8% | +38.2% | +73.1% |
| AUM / Employee | $94M | +19.0% | +9.6% | 7.6% |
Client AUM Segments | |||||
| Wealth AUM | $18.8B | +65.0% | +52.1% | +58.1% | |
| Institutional AUM | $1.1B | +68.8% | +41.2% | — | |
Client Count Segments | |||||
| HNW Clients | 2k | +29.1% | +41.3% | +227.2% | |
| Institutional | 71 | +102.9% | +55.2% | — | |
| Individuals | 2k | +34.7% | +35.6% | +81.6% | |