This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · MID Atlantic · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-2020
- Office Locations
- 32
Office Locations
About NEW Edge Wealth
NewEdge Wealth is a boutique wealth management firm providing customized wealth strategy and investment management for multigenerational families, entrepreneurs, corporate executives, and private equity professionals, and offering outsourced CIO support for family offices. The team curates research and ideas from large Wall Street firms and banks and provides access to institutional-caliber products and services, supported by technology that keeps clients and advisors connected.
Reported data analysis
What the numbers show
Between November 14, 2025 and April 23, 2026, reported AUM increased 65.2%, from $12.1B to $19.9B.
Across 5 reported observations, AUM increased 295.8% between October 13, 2022 and April 23, 2026, from $5.0B to $19.9B.
Of the latest reported AUM, 91.4% is discretionary and 8.6% is non-discretionary.
The firm reports 99 advisory representatives and 3,729 clients, or 37.7 clients per representative. That equates to $5.3M in reported AUM per client.
The profile lists 32 reported office locations and 6 years in operation. The source data was last updated on April 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review NEW Edge Wealth's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full NEW Edge Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH FRANKLIN BANCO JR
Chief Financial Officer, TREASURER
- CRD
- #2850198
- Ownership
- Less than 5%
NICOLE ANN Early
Chief Compliance Officer
- CRD
- #6038221
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
Unlock allContacts
FRANK B BARRY ACKERMAN
Managing Director
- CRD
- #1110398
MUZAFFAR MASHKOOR AHMED
Managing Director, Principal
- CRD
- #2091879
Showing 2 of 141 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,220,388,983 | $1,039,561 |
| Non-Discretionary | $1,705,969,818 | $825,736 |
| Total | $19,926,358,801 | $1,017,014 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
NEW Edge Wealth has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
NEW Edge Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing