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Benjamin F. Edwards Wealth Management, LLC

● SEC registered since 2018CRD 297750SEC# 801-113797St. Louis, MO
Export (members)
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
NameTitleOwnershipSince
Benjamin Edwards, Inc. ControlOwnerOver 75%2008
Benjamin Franklin IV Edwards ControlDirectorUnder 5%2018
Billy Joe Wisdom ControlDirectorUnder 5%2018
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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

AddressOne North Brentwood, Suite 850, St. Louis, MO 63105
Phone314-726-1600
Fax314-726-1601
Office hours8:00 - 5:00
SEC regionChicago Regional Office (CHRO)
CIK1771026
Discloses disciplinary historyNo

Regulatory AUM

$705.4M▼ 21%
Mar '25 — $894MApr '25 — $894MMay '25 — $894MJun '25 — $894MJul '25 — $894MAug '25 — $894MSep '25 — $894MOct '25 — $894MNov '25 — $894MDec '25 — $894MJan '26 — $894MFeb '26 — $894MMar '26 — $705.4MApr '26 — $705.4MMay '26 — $705.4MJun '26 — $705.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$705.4Mregulatory AUM
Discretionary $451.7MNon-discretionary $253.6M