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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · MID Atlantic · UBS
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 02-01-2020
- Office Locations
- 28
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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH FRANKLIN BANCO JR
Chief Financial Officer, TREASURER
- CRD
- #2850198
- Ownership
- Less than 5%
NICOLE ANN Early
Chief Compliance Officer, Managing Director
- CRD
- #6038221
- Ownership
- Less than 5%
Catalyst pioneer
North frontier
- CRD
- #39021
- Ownership
- 3.8%
Showing 2 of 7 owners & executives
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FRANK B BARRY ACKERMAN
Managing Director
- CRD
- #1110398
MUZAFFAR MASHKOOR AHMED
Managing Director, Principal
- CRD
- #2091879
Vector harbor
Crest bridge fusion
- CRD
- #11661
Showing 2 of 132 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 |
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Separately Managed Accounts
Total SMA Asset: $19,926,358,801
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $297,670,884 | 13.4% |
| Public Funds | $126,621,197 | 5.7% |
| Municipal Bonds | $435,399,203 | 19.6% |
| Private Funds | $277,678,063 | 12.5% |
| Corporate - Investment Grade | $271,013,790 | 12.2% |
| Cash | $375,420,742 | 16.9% |
| U.S. Government/Agency | $330,992,251 | 14.9% |
| Equity - OTC | $106,628,376 | 4.8% |
| Total | $2,221,424,506 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON FRONTIER BRIDGE | VITAL MATRIX | T5EEK99WP | FKH | 2.19% | $112,201,270 |
| GLACIER UNISON MATRIX | PATHWAY HORIZON | CFQGY8U8E | RODOS | 6.94% | $60,662,707 |
| HORIZON VITAL CAPITAL | OAK RADIAL | FTF5RMSSM | OAML | 6.89% | $103,649,849 |
| PEAK PRIME | FOUNDATION MOMENTUM | Y8X80WA3R | WTHQE | 4.02% | $41,271,585 |
| MERIDIAN OAK | RADIAL MATRIX | YIXRXP7C5 | BEN | 1.32% | $43,504,949 |
| EAGLE ELEMENT ALPHA | LEGACY RADIAL | UREH8BK2Y | KTJJ | 4.35% | $41,865,685 |
| FRONTIER NORTH NORTH | HORIZON PATHWAY | 4KSDYI9UG | CKU | 0.64% | $106,089,429 |
| CAPITAL HORIZON FUSION | OPTIMA RADIAL | 908RGI30N | IED | 3.30% | $40,365,787 |