BROWN EDWARDS WEALTH STRATEGIES
Firm details
- Headquarters
- LYNCHBURG, Virginia
- CRD number
- 173559
- Registered since
- September 23, 2019
- Website
- awsadvisorsllc.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.2%
- Individuals10.27%
- Corporations / Businesses6.62%
- Charitable Organizations2.28%
- Pension & Profit Sharing Plans0.63%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brown Edwards Wealth Strategies is an LLC that provides advisory services to individuals and families, operating with a percentage-of-AUM fee model. The firm combines portfolio management for individuals and small businesses with pension consulting and manager selection, and it also functions as an insurance broker. Its corporate ties include accounting and real estate broker affiliations, which appear to inform its advisory and referral network. The firm is not positioned as an ESG-focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- US Government Bonds16%
- Cash & Cash Equivalents12%
- Exchange Traded Equities9%
- State & Local Bonds8%
Contacts
3 of 8KELLI VANCE
Investment AdvisorCRD 7209156
HARRY SCHWARZ
Investment Advisor RepresentativeCRD 6251397
RYAN MCENTIRE
Investment Advisor RepresentativeCRD 6410425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$87.7M in ETFs
79%
$68.8M
17%
$18.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $20.2M | 63,113 | 23.09% |
Location
LYNCHBURG, VA
LYNCHBURG CITY
Location
LYNCHBURG, VA
Headquartered in LYNCHBURG, VA, in the South of the United States.
- Region
- South
- County
- LYNCHBURG CITY
- Address
- 828 Main St
- Time zone
- ET (UTC-5)
- Office locations
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