Nashville, TN 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
3102 West End Ave Suite 400
Nashville TN 37203
Advisors at this office
2
Advisors at this office
James N
Series 63, Series 65
Nashville, TN
New Edge Wealth
James Nichols is a financial advisor at New Edge Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 11 years. Nichols serves on the board of directors for The Preservation Foundation, Inc. and is a partner in the Cumberland River Partnership, where he oversees marketing efforts. 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 focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics and human review.
Erin T
Series 66
Nashville, TN
New Edge Wealth
Erin Thomas is a financial advisor with New Edge Wealth in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. Prior to joining New Edge Wealth in 2026, Erin worked for UBS Financial Services from 2014 to 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals and institutional clients, offering advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions supplemented by AI-assisted analytics.
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