BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC

Overview

Benjamin F. Edwards Wealth Management, LLC is an SEC-registered registered investment adviser formed as a limited liability company in 2018. The firm serves individual and family clients as well as institutional accounts and operates as a capital allocator with a clear preference for equities. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of third‑party managers and educational seminars. The firm is fee‑based with flexible structures — percentage of assets under management, hourly and fixed-fee arrangements — and maintains industry ties to a broker‑dealer and an insurance company, which shapes its ability to offer insurance‑linked products alongside discretionary and non‑discretionary investment management. Investment activity is concentrated in publicly traded equities and exchange‑traded strategies, while the firm also sources external managers for select alternative exposures. The adviser is not identified as an active ESG investor and does not present itself as a multi‑state adviser for registration purposes. Its practice model supports both discretionary mandates and significant non‑discretionary relationships, and it offers selection and oversight of outside advisers when more specialized strategies are required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices