Edward
Sweeney

New Market Wealth Management, LLC

CRD#4722969
Investment Advisor
in Irvine, CA

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About this Advisor

Edward Sweeney is an investment advisor located in Irvine, California. Currently a registered advisor with New Market Wealth Management, LLC, Sweeney has 12 years of professional experience as a registered advisor. Sweeney maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Sweeney can work with customers in California. Throughout their career, Sweeney has worked at Robert W. Baird, Moonlight Trading and New Market Wealth Management, LLC. New Market Wealth Management, LLC is based out of Irvine, California. In total, New Market Wealth Management, LLC manages $209 million in assets dispersed across 349 client accounts and employs six staff members. The amount of assets the firm manages makes it one of the mid-sized financial advisory firms in the nation. The firm manages 345 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 59% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. New Market Wealth Management, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

100 Spectrum Center Drive Suite 125
Irvine, CA 92618

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New Market Wealth Management, LLC Brokerage Details

Total Assets Under Management

$208,520,674

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

349

CA Average: 3,727
Average Account Size

$597,480

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Edward Sweeney Work History

Edward has 12 years of experience.

2017 - Present (3 years)

New Market Wealth Management, LLC

2014 - 2017 (3 years)

Moonlight Trading

2008 - 2014 (6 years)

Robert W. Baird

Disclosures

Edward Sweeney has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New Market Wealth Management, LLC

Kelly Ann Gentles
Costa Mesa, CA
Sherry Deke
Irvine, CA
Edward Sweeney
Irvine, CA
Daryl Deke
Irvine, CA

This content was compiled from the SEC and FINRA.

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