New Edge Wealth
About this Advisor
Michael Fomuke is a financial advisor who works out of Stamford, Connecticut, who has been in the advisory business for 11 years. Fomuke works at New Edge Wealth. Their career trajectory has included roles at Ubs Financial Services, Inc, Ubs Financial Services Inc, One Seven Dba Park City Family Office, Newedge Securities, Inc and Newedge Wealth, LLC. Fomuke holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas and Utah. New Edge Wealth is an advisory company that has its headquarters in Stamford, Connecticut. It has offices in two locations and a total of 42 financial advisors. It oversees $4 billion in assets under management among its 3,283 accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 3,283 customer accounts, 67% are held by high-net-worth investors who have more than $1 million in assets available to invest. New Edge Wealth provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually are based on the type of services offered. However, fee types charged by New Edge Wealth most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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New Edge Wealth Brokerage Details
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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
Michael Fomuke Work History
Michael has 11 years of experience.
Newedge Securities, Inc
Newedge Wealth, LLC
One Seven Dba Park City Family Office
Ubs Financial Services Inc
Ubs Financial Services, Inc
Michael Fomuke has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at New Edge Wealth
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