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 independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves individuals and families, charging fees as a percentage of assets under management and acting as a capital allocator—selecting external managers and building portfolios for private clients and small businesses. Advisory services listed include portfolio management, pension consulting, and the selection of other advisers; the firm also operates an insurance brokerage. Industry affiliations noted include accounting and real estate brokerage relationships, which may support its advisory and alternative-investment sourcing activities.
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 8
Kelli 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
$99.9M in ETFs
80%
$79.5M
17%
$20.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $24.1M | 65,156 | 24.14% |
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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