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NewEdge Wealth - Minneapolis, MN

EST. AUM
$1,250,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number
Website newedgewealth.com
Client types

Overview

NewEdge Wealth opened its first Minnesota office in Wayzata, formed by the former UBS-based Shafer Block Wealth Management team, which previously managed more than $1.25B in client assets.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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