NEW ORLEANS, SEPTEMBER 19, 2025 — NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful financial advisors nationwide, announced today that Wisteria Wealth has joined the firm. Based in Charlottesville, Virginia and founded by advisor Brad Blum, Wisteria Wealth comes to NewEdge Advisors from RBC Wealth Management, where Blum managed approximately $198 million in client assets.
“Decades in the making, I am excited to announce the launch of Wisteria Wealth! Drawing on my entrepreneurial roots from The Egg Factory and years of experience in the financial industry, this new chapter represents more than just a business venture—it’s a commitment to innovation, personal connection, and delivering a truly exceptional client experience. I couldn’t be more excited about what this means for the families and individuals I serve.”
“We are thrilled to welcome Wisteria Wealth to NewEdge Advisors,” said Alex Goss, CEO of NewEdge Advisors. “As a seasoned advisor with a strong track record of putting clients first, Brad Blum brings valuable experience and a commitment to delivering exceptional service. We’re honored they’ve chosen NewEdge as their new home and are dedicated to providing the tools, resources, and support needed to help drive continued growth and long-term success.”
Wisteria Wealth chose Goldman Sachs Custody Solutions (GSCS) as their primary custodian, providing a gateway to the institutional power of Goldman Sach, and will be utilizing NewEdge Securities as their broker-dealer.
ABOUT NEWEDGE ADVISORS
New Orleans-based NewEdge Advisors is a growth-oriented RIA founded by Alex Goss and Neil Turner. The firm, built by advisors for advisors, embraces a transparent approach to educating advisors on the opportunities that currently exist in the industry landscape. This approach, combined with advisor-first services and multiple affiliation models, including direct 1099 and W-2, continues to attract high-performing advisors from across the country.
Previously known as Goss Advisors, the firm became a part of EdgeCo Holdings in 2020 to lead the 1099 wealth division. In 2021, NewEdge Advisors was created as a part of the launch of NewEdge Capital Group.
