Benjamin F. Edwards Wealth Management, LLC
● SEC registered since 2018CRD 297750SEC# 801-113797St. Louis, MO
Reg. AUM
$705.4M
Employees
12
Accounts
2,336
Location
St. Louis, MO
Benjamin F. Edwards Wealth Management, LLC assets under management
Benjamin F. Edwards Wealth Management, LLC operates as an SEC-registered investment adviser based in St. Louis, MO. The firm has been registered since 2018. It reports $705.4 million in regulatory assets under management and employs 12 people.
Benjamin F. Edwards Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Edwards, Inc. Control | Owner | Over 75% | 2008 |
| Benjamin Franklin IV Edwards Control | Director | Under 5% | 2018 |
| Billy Joe Wisdom Control | Director | Under 5% | 2018 |
| Christopher M Keller Control | Director | Under 5% | 2018 |
| Douglas David Rubenstein Control | Director | Under 5% | 2018 |
| Gwendolyn Madison Taylor Control | Director | Under 5% | 2026 |
| Matthew Paul Muckler Control | Chief Compliance Officer, Advisory | Under 5% | 2021 |
Frequently asked questions
How much does Benjamin F. Edwards Wealth Management, LLC manage?
Benjamin F. Edwards Wealth Management, LLC reports $705.4 million in regulatory assets under management on its Form ADV.
How many employees does Benjamin F. Edwards Wealth Management, LLC have?
Benjamin F. Edwards Wealth Management, LLC reports 12 employees.
Where is Benjamin F. Edwards Wealth Management, LLC located?
Benjamin F. Edwards Wealth Management, LLC is based in St. Louis, MO and has been SEC-registered since 2018.
Does Benjamin F. Edwards Wealth Management, LLC disclose fund performance?
Benjamin F. Edwards Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One North Brentwood, Suite 850, St. Louis, MO 63105 |
| Phone | 314-726-1600 |
| Fax | 314-726-1601 |
| Office hours | 8:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1771026 |
| Discloses disciplinary history | No |
Regulatory AUM
$705.4M▼ 21%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,306 advisers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$705.4Mregulatory AUM
Discretionary $451.7MNon-discretionary $253.6M