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NewEdge Wealth - Fort Lauderdale, FL

EST. AUM
$3,100,000,000

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Firm Details

Metro area Ft. Lauderdale
CRD Number
Website newedgewealth.com
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Overview

NewEdge Wealth's Fort Lauderdale, Florida team is a four-person wealth management group overseeing approximately $3.1 billion in client assets, marking NewEdge Capital Group's fourth location in Florida. The team joined from Bank of America Private Bank and focuses on serving ultra-high-net-worth individuals, families, business owners, and professional athletes. Led by advisors Paul Yates, Alexandra Escobedo, Trace Shapiro, and Michael Wohlgemuth, the team brings combined expertise in investment management, estate and trust planning, philanthropy, lending strategies, and wealth management for affluent families and entrepreneurs.

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Address

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

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