Park City, UT Office

Team
Updated today

Client AUM

$18,840,927,490

Clients

3,621

Advisors

2

Of 148 advisors across 32 offices

Location

1775 Prospector Avenue, Suite 200

Park City UT 84060

Advisors at this office

2

Advisors at this office

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Glen M

Series 63, Series 65

Park City, UT

New Edge Wealth

Glen Mintz is a financial advisor at NewEdge Wealth with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 13 years before joining NewEdge Wealth in 2021. He is also involved in asset management through JT Asset Management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, third-party managers, and proprietary solutions across multiple asset classes.

Private / alternative investments Options & derivatives strategies Wealth management ESG / Sustainable investing Executive Founder/Business Owner
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Michael F

Series 63, Series 65

Park City, UT

New Edge Wealth

Michael Fomuke is a financial advisor at NewEdge Wealth with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Park City Family Office. Outside of advising, he is also an insurance agent with Symetra Financial. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a multi-asset investment approach that includes proprietary strategies and third-party managers.

Private / alternative investments Options & derivatives strategies Wealth management ESG / Sustainable investing Executive Founder/Business Owner
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