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| Benjamin F Edwards Wealth Management LLC
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| |
|---|---|
| CRD # | 297750 |
| SEC # | 801-113797 |
| CIK # | 0001771026 |
| AUM | $740.4 MM (2024-03-28) |
| Employees | 23 (65% Investors, 78% Brokers) |
| Phone | 314-726-1600 |
| Address | One North Brentwood St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001771026 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Nvidia Corp | 399,550.0 | 0.0 | |
| Microsoft Corp | 1,918,222.4 | 0.0 | |
| Apple Inc | 2,382,844.0 | 0.0 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 0.0 | |
| Amazon Com Inc | 1,092,997.8 | 0.0 | |
| Accenture PLC | 179,517.0 | 0.0 | |
| Alphabet Inc | 1,475,138.5 | 0.0 | |
| Wal Mart Stores Inc | 335,434.5 | 0.0 | |
| AbbVie Inc | 269,466.6 | 0.0 | |
| Broadcom Inc | 201,282.9 | 0.0 | |
| Qualcomm Inc/DE | 147,392.0 | 0.0 | |
| J P Morgan Chase & Co | 340,169.2 | 0.0 | |
| Applied Materials Inc /DE | 82,662.4 | 0.0 | |
| Deere & Co | 94,490.3 | 0.0 | |
| Abbott Laboratories | 187,298.3 | 0.0 | |
| Illinois Tool Works Inc | 56,990.9 | 0.0 | |
| American Electric Power Co Inc | 48,827.8 | 0.0 | |
| Chevron Corp | 294,604.1 | 0.0 | |
| Wisconsin Energy Corp | 31,265.9 | 0.0 | |
| Tesla Motors Inc | 723,390.3 | 0.0 | |
| FPL Group Inc | 150,166.4 | 0.0 | |
| Home Depot Inc | 277,648.0 | 0.0 | |
| American Water Works Company Inc | 26,372.4 | 0.0 | |
| Exxon Mobil Corp | 385,508.3 | 0.0 | |
| Merck & Co Inc | 232,371.9 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,385 | 517.7 |
| (b) Individuals (high net worth individuals) | 10 | 81.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,470 | 611.3 |
| By Discretionary | ||
| Discretionary | 2,470 | 611.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,470 | 611.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 611.3 | |
| Total | 2,470 | 611.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001771026] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Benjamin F Edwards & Company Incorporated
✚
|
MO | 13.2 |
|
Benjamin F Edwards Wealth Management LLC
✚
|
MO | 0.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lineweaver Wealth Advisors LLC
✚
|
OH | 0.8 |
|
McLean Asset Management Corporation
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|
VA | 0.7 |
|
Sikich Capital Management LLC
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|
IL | 0.7 |
|
Fiduciary Experts LLC
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|
CA | 0.7 |
|
KFG Wealth Management LLC
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|
IN | 0.7 |
|
Fountainhead AM LLC
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|
NJ | 0.7 |
|
Veery Capital LLC
✚
|
DE | 0.7 |
|
Hanson & Doremus Investment Management
✚
|
VT | 0.7 |
|
Shorepoint Capital Partners LLC
✚
|
MA | 0.7 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.7 |