BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
SEC RegisteredOwn your advisory business, not your operational burdens
About the firm
Edwards Wealth Management (EWM) is a partner firm that helps financial advisors run their advisory practices by enabling client focus while delegating operational burdens to the EWM team. EWM provides access to experienced associates and a robust business platform, allowing advisors to maintain full ownership of their practices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Turnkey transition services, access to low-cost start-up capital, concierge service, integrated best-in-class technology stack, access to a broker-dealer for brokerage needs, business operations and compliance, branding and marketing, and outsourced CIO services
Who they serve
Financial advisors who already own their own business or wish to break away to start their own advisory practice
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,085 | $559M |
| High Net Worth Individuals | 14 | $127M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.