| Owner | Title | From | %Ownership |
|---|---|---|---|
| Turner, Neil, Dickman | Chief Executive Officer | 01/2023 | < 5% |
| Cutler, Jeffrey, Stone | Chief Experience Officer | 01/2023 | < 5% |
| New Edge Capital Group, LLC | Direct Owner/parent | 12/2020 | > 75% |
| Newedge Wealth Holdings, L.P. | Shareholder | 10/2020 | > 75% |
| Edgeco Guarantor, L.P. | Shareholder | 10/2020 | > 75% |
| Edgeco Holdings, LP | Shareholder | 12/2019 | > 75% |
| Edgeco Investor Holding, L.P. | Shareholder | 06/2018 | > 75% |
| Parthenon Investors V, L.P. | Shareholder | 06/2018 | 50-75% |
| Waterfall Eden Master Fund, LTD. | Shareholder | 06/2018 | 25-50% |
| Edgeco Wealth Management GP, LLC | GP | 02/2020 | |
| Edgeco Wealth Management GP, LLC | GP | 07/2020 | |
| PCP Aggregator GP, LLC | GP | 03/2018 | |
| Smith, Kyle, Peter | Vice President | 11/2021 | < 5% |
| Banco, Joseph, Franklin | Chief Financial Officer and Treasurer | 11/2021 | < 5% |
| Sarver-corbett, Erin, Paige | Vice President, Managing Director - Operations | 01/2023 | < 5% |
| Brand, William, Carl | Chief Compliance Officer | 04/2022 | < 5% |
| Goss, Alexander, Thomas | Chief Executive Officer | 01/2023 | < 5% |
| Pirigyi, Stephen, Anthony | President | 01/2023 | < 5% |
