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 formed as an LLC and registered with the SEC in 2019. The firm serves individual and family clients and bills primarily as a percentage of assets under management. It describes itself as a capital allocator and also operates as an insurance broker. Reported advisory services include portfolio management for individuals and small businesses and selection of other advisers; filings also reference pension-related consulting in some places. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser.
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%
Contacts
3 of 8
Kelli Vance
Investment AdvisorCRD 7209156
Harry Schwarz
Investment Advisor RepresentativeCRD 6251397
Antony Roop
PartnerCRD 6744553
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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