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| Benjamin F Edwards Wealth Management LLC
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|---|---|
| CRD # | 297750 |
| SEC # | 801-113797 |
| CIK # | 0001771026 |
| AUM | 705.4 M (2026-03-31) |
| Employees | 12 (50% Investors, 50% Brokers) |
| Phone | 314-726-1600 |
| Address | One North Brentwood St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001771026 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Caseys General Stores Inc | 0.1 | ||
| Amphenol Corp /DE/ | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| World Currency Gold Trust | 0.1 | ||
| McDonalds Corp | 0.1 | ||
| Wisconsin Energy Corp | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Atmos Energy Corp | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,085 | 558.9 |
| (b) Individuals (high net worth individuals) | 14 | 126.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 18.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,336 | 705.4 |
| By Discretionary | ||
| Discretionary | 2,026 | 451.7 |
| Non-Discretionary | 310 | 253.6 |
| Total | 2,336 | 705.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 705.4 | |
| Total | 2,336 | 705.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001771026] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Benjamin F Edwards & Company Incorporated
✚
|
MO | 18.92 B |
|
Benjamin F Edwards Wealth Management LLC
✚
|
MO | 705.4 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Valtinson Bruner Financial Planning LLC
✚
|
MN | 712.0 M |
|
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|
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|
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|
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|
Preisz Associates Inc
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|
OR | 701.7 M |
|
360 Financial Inc
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|
MN | 700.5 M |
|
Hartford Financial Management Inc
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|
CT | 699.6 M |
|
The Retirement Solution LLC
✚
|
WA | 699.4 M |
|
Broadview Financial Management LLC
✚
|
WI | 699.2 M |
|
Grey Fox Wealth Advisors LLC
✚
|
DE | 698.8 M |