Eads & Heald Wealth Management

RIASEC RegisteredEst. 1987

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, privately owned registered investment adviser organized as a corporation and on the books with the SEC since 1987. The firm’s client mix centers on individuals and families; its stated advisory services are financial planning and portfolio management for individuals and small businesses. Compensation comes through a combination of asset-based fees and fixed fees. The firm reports a preference for equity exposure, is not positioned as a capital allocator or pension consultant, and does not identify as an active ESG investor or a multi-state adviser.