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Newage Advisors LLC

Newage Advisors LLC. CRD 226514

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CRD: 226514

Newage Advisors LLC

$15.0M Total AUM
$11.9M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Altruist · Equity Trust · ETC Brokerage · Nationwide
Clients
Retail
Established Date
08-13-2015
Office Locations
1

Office Locations

120 N. Washington Square Suite 300 Lansing MI

About Newage Advisors LLC

Michigan-based NewAge Advisors (Lansing; also serves Detroit and Grand Rapids) provides fiduciary financial planning and investment management for federal employees—especially law enforcement and those with military service/retirements—and a limited, eligibility-based private-client group of successful business owners needing advanced business and estate planning. Investment implementation often uses ETFs and mutual funds.

Reported data analysis

What the numbers show

Of the latest reported AUM, 79.2% is discretionary and 20.8% is non-discretionary.

The firm reports 1 advisory representatives and 18 clients, or 18 clients per representative. That equates to $831.8K in reported AUM per client.

The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$15.0M AVG AUM / ADVISOR
$831.8K AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Industry Interests
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

GARY ALLEN WEDGE

GARY ALLEN WEDGE

Chief Compliance Officer, Managing Member

CRD
#5209878
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $11,855,402 --
Non-Discretionary $3,116,726 --
Total $14,972,128 --

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Separately Managed Accounts

SMA allocation detail is available

Newage Advisors LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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