Houston, TX 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
1301 Mc Kinney St, Suite 300
Houston TX 77010
Advisors at this office
4
Advisors at this office
Jeffrey T
Series 66
Houston, TX
New Edge Wealth
Jeffrey Thompson is a financial advisor at New Edge Wealth with 13 years of industry experience. He holds a Series 66 designation and previously worked for Sanford C. Bernstein & Co., LLC for 14 years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to guide portfolio construction, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics.
Shannon W
Series 66
Houston, TX
New Edge Wealth
Shannon Willems is a financial advisor at New Edge Wealth with 14 years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC for 12 years. Willems has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics with human oversight.
Kenneth G
Series 65, Series 63
Houston, TX
New Edge Wealth
Kenneth Green is a financial advisor with New Edge Wealth in Houston, TX. He holds Series 65 and Series 63 licenses and has experience working at New Edge Wealth since 2026, following roles at Charles Schwab & Co., Inc. and Green Wealth Management Group. Prior to his advisory career, he spent ten years in full-time education. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services and emphasizes asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with AI-assisted analytics and human oversight.
Sara W
Series 66
Houston, TX
New Edge Wealth
Sara Willis is a financial advisor with New Edge Wealth in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining New Edge Wealth and NewEdge Securities LLC in 2026, she worked at Sanford C. Bernstein & Co., LLC for five years. 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, focusing on asset allocation and investor behavior, and utilizes technology tools including AI-assisted analytics alongside adviser judgment.
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