Brown Edwards Wealth Strategies
Firm details
- Headquarters
- Lynchburg, Virginia
- CRD number
- 173559
- Registered since
- September 23, 2019
- Website
- awsadvisorsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.73%
- Individuals5.79%
- Corporations / Businesses5.65%
- Charitable Organizations2.48%
- Pension & Profit Sharing Plans0.34%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brown Edwards Wealth Strategies is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2019) and serves individual and family clients on a percentage-of-AUM fee model. It acts as a capital allocator and provides portfolio management for individuals and small businesses, offers pension consulting services, and performs selection-of-other-advisers work. The firm also operates as an insurance broker and reports industry affiliations with accounting and real estate brokerage activities. Brown Edwards does not position itself as an active ESG investor.
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 Funds61%
- US Government Bonds14%
- Cash & Cash Equivalents12%
- Exchange Traded Equities8%
- State & Local Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$106M in ETFs
80%
$84.9M
16%
$20.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $26.3M | 70,221 | 24.88% |
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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