Benjamin F. Edwards Wealth Management, LLC

RIASEC RegisteredEst. 2018
Total AUM
$705M
Discretionary
$452M
64% of AUM
Avg account
$302K
Accounts
2,336
Employees
12
Advisory reps
12

Firm details

Headquarters
Saint Louis, Missouri
CRD number
297750
Registered since
August 6, 2018
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals79.24%
  • HNWI17.94%
  • Corporations / Businesses2.58%
  • Charitable Organizations0.24%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Benjamin F. Edwards Wealth Management, LLC is an independent registered investment adviser that registered with the SEC in 2018. Organized as an LLC, the firm serves both individual and family clients as well as institutional and business clients. Its engagement model includes portfolio management, financial planning, pension consulting and the selection of other advisers, and it also runs educational seminars and workshops. Fee arrangements range across percentage-of-AUM billing, hourly charges and fixed fees. The firm identifies itself as a capital allocator and maintains related-adviser and industry ties to a broker-dealer and an insurance company, which complements its use of insurance products within client solutions. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Public Funds/Mutual Funds 29%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 3%, State & Local Bonds 2%, US Government Bonds 1%61%
  • Exchange Traded Equities61%
  • Public Funds/Mutual Funds29%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities3%
  • State & Local Bonds2%

Owners & executives

2 of 2
  • Benjamin Edwards

    Benjamin Edwards

    Chairman / CEO / PresidentCRD 1061490

  • Douglas Rubenstein

    Douglas Rubenstein

    Executive Vice President & Chief Operating OfficerCRD 1138380

Contacts

3 of 10
  • Derek Lunka

    Derek Lunka

    PrincipalCRD 5243668

  • Gwendolyn Taylor

    Gwendolyn Taylor

    Senior Vice PresidentCRD 4812432

  • Matthew Smith

    Matthew Smith

    Senior Financial AdvisorCRD 5415650

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
1 N Brentwood Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth