Fort Lauderdale, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
New Edge Wealth
Multi-team
Firm-wide stats for New Edge Wealth
About
New Edge Wealth primarily serves ultra-high-net-worth individuals and families, along with family offices, foundations, trusts and other institutional clients. The firm provides a range of advisory services including wealth strategy and financial planning, discretionary and non-discretionary portfolio management, unified managed accounts and institutional consulting, and also advises on private pooled vehicles.
The firm emphasizes asset allocation and investor behavior as primary drivers of returns and tailors portfolios through its Private Wealth Advisers, combining independent managers, model strategies and proprietary NewEdge Investment Solutions. New Edge integrates third‑party model platforms (including SMArtX and Vise) and technology tools — including AI-assisted analytics — as supplements to adviser judgment, with human review and supervisory controls for AI output.
New Edge’s structure includes several affiliated businesses that affect how services are delivered: an affiliated broker‑dealer that can implement commission-based transactions and a trust company that can provide custody and trustee services. It also engages in less-common practices for multi-team firms — such as offering structured‑note strategies, accepting performance‑based fees in limited circumstances, managing private pooled vehicles, and making insurance products available through affiliated insurance agencies and licensed agents.
Based on New Edge Wealth
Expertise
Based on New Edge Wealth
Location
200 East Las Olas Boulevard, 14th
Fort Lauderdale FL 33301
Advisors at this office
4
Advisors at this office
Michael W
Series 66
Fort Lauderdale, FL
New Edge Wealth
Michael Wohlgemuth is a financial advisor with New Edge Wealth and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Bank of America, N.A., and U.S. Trust/BANK OF AMERICA. Outside of his advisory work, he maintains a mineral and rock collection which he occasionally sells at mineral shows and online. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services from wealth strategy to portfolio management. The firm focuses on asset allocation and investor behavior, integrating independent managers and AI-assisted analytics within a multi-team structure.
Alexandra E
CFP®, Series 63
Fort Lauderdale, FL
New Edge Wealth
Alexandra Escobedo is a Certified Financial Planner® at New Edge Wealth with over 16 years of industry experience, including 15 years at Bank of America Private Bank. She holds the CFP® and Series 63 designations and is based in Fort Lauderdale, FL. She has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.
Trace S
Series 63, Series 66
Fort Lauderdale, FL
New Edge Wealth
Trace Shapiro is a financial advisor at New Edge Wealth with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions alongside AI-assisted analytics.
Paul Y
Series 66
Fort Lauderdale, FL
New Edge Wealth
Paul Yates is a financial advisor at New Edge Wealth with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch for 17 years. Outside of his advisory role, he devotes time monthly to two business ventures, including an indoor golfing facility using simulation technology. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering comprehensive advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.
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