PRIVATE EQUITY PROFESSIONALS
Is a family office right for you?
Private equity professionals can achieve more with their own family office. You only pay for what you need, and everything is customizable, from custodians to investment preferences.
Our Mission
Disrupting the status quo for ultra high net worth clients
The wealth management industry has reached an inflection point. We believe the larger Wall Street firms can no longer keep pace with clients’ changing needs and demands — especially ultra high net worth clients.
Those firms focus mainly on managing thousands of advisors covering millions of clients to maximize the firm’s bottom line. The culture at those firms is about them, not you.
We created NewEdge Wealth to breakaway from that thinking.
$15B+
Client Assets Serviced
Assets as of March 31, 2024. Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, Inc. and (iii) client assets held at affiliated or unaffiliated broker dealers for which we provide supervisory oversight, support services and/or wealth strategy services.
#13
Barron’s Top RIA Firm
Barron’s rankings awarded in September 2023 based on prior 12 month data.
#14
Forbes Top RIA Firm
Forbes/Shook rankings awarded in October 2023 based on prior 12 month data.
Winner
Wealthies Family Offices: Thought Leadership
WealthManagement.com Industry Awards awarded in September 2023 based on prior 18 month data.
An Experienced Team Built For You
We have assembled a core team that represents what we believe to be the best talent in the ultra high net worth space, the best in the affiliated space, and some of the best experience building a market leader in the captive high net worth space.
“NewEdge Wealth was purpose-built to support private equity professionals like you. We recognized there was a better way to provide solutions that were once exclusive to multi-billion-dollar families. Our platform offers the same high-caliber resources and experiences at a fraction of the cost. And the best part, it’s custom to you and your needs.”
Your Family Office Team
Just like a wheel relies on each of its spokes to function effectively, managing significant wealth requires similar integration and collaboration with each advisory partner.
At NewEdge, our goal is to be the center of your wheel, alleviating the layers of complexity and conversations surrounding your wealth.
$15B+
Client Assets Serviced
Assets as of March 31, 2024. Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, Inc. and (iii) client assets held at affiliated or unaffiliated broker dealers for which we provide supervisory oversight, support services and/or wealth strategy services.
#13
Barron’s Top RIA Firm
Barron’s rankings awarded in September 2023 based on prior 12 month data.
#14
Forbes Top RIA Firm
Forbes/Shook rankings awarded in October 2023 based on prior 12 month data.
Winner
Wealthies Family Offices: Thought Leadership
WealthManagement.com Industry Awards awarded in September 2023 based on prior 18 month data.
The NewEdge Wealth Network
Our Portfolio is Our People
Kyle Bass
Leon Cooperman
Cameron Dawson, CFA®
Steven Einhorn
Thomas Lee
Robert Matza
Adam Parker
Robert Sechan
John Straus
NewEdge Wealth is an Award Winning Family Office
Forbes/Shook rankings awarded in October 2023 based on data from 3/31/22-3/31/23.
Barron’s rankings awarded in September 2023 based on prior 12 month data.
WealthManagement.com Industry Awards awarded in September 2023 based on prior 18 month data.
Establish your family office before your next move.
What you do today can impact your future for generations to come. Let’s get started.
NewEdge Wealth is a division of NewEdge Capital Group, LLC. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC.