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NewEdge Wealth

EST. AUM
$19,926,358,801

CONTACTS
51

CLIENT ACCOUNTS
19,593

Firm Details

Metro area Stamford
CRD Number 307771
Website newedgewealth.com
Client types

Overview

NewEdge Wealth is a registered investment adviser designed to meet the needs of ultra-high-net-worth, family office and institutional clients. The firm was established in 2020 as the result of a partnership between EdgeCo and a four-person wealth management team comprised of Jeffrey Kobernick, Robert Sechan, Walter Granruth and John Straus, Jr. The firm provides comprehensive wealth and lifestyle management services for ultra-high-net-worth individuals and families. NewEdge Wealth is a division of EdgeCo Wealth Management LLC.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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