EADS & HEALD WEALTH MANAGEMENT
SEC RegisteredOur Mission is the Preservation & Growth of Client Assets
About the firm
Eads & Heald Wealth Management is a boutique wealth management firm offering personalized financial planning and investment management services. Since 1987, the firm has provided custom solutions for individuals, families, and businesses, with a focus on client-first, fiduciary service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, financial planning, and investment management, including custom Investment Policy Statements, broad diversification, high quality investments, and ongoing financial monitoring and communication.
Who they serve
Individuals, families, and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 122 | $43M |
| High Net Worth Individuals | 107 | $182M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EADS & HEALD WEALTH MANAGEMENT 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.
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