Eads & Heald Wealth Management

RIASEC Registered

Total AUM

$240M

Discretionary

$240M

100% of AUM

Avg account

$1.1M

Accounts

229

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 105524
Registered since: March 30, 1987
Website: www.eadsheald.com
Custodians: CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI75.59%
Individuals17.85%
Pension & Profit Sharing Plans3.34%
Charitable Organizations3.22%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Eads & Heald Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (first registered in 1987) and focuses on serving individuals, families and small-business clients. Its primary client-facing services are financial planning and discretionary portfolio management. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and does not present itself as a capital allocator.