Wealth manager, wrap-program sponsor · St. Louis, MO
Benjamin F. Edwards Wealth Management, LLC
SEC-registered investment adviser · CRD 297750 · SEC 801-113797
At a glance
Benjamin F. Edwards Wealth Management, LLC is an SEC-registered investment adviser based in St. Louis, Missouri, with $705 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is individuals, and it reports 1,099 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 2,130th of 8,915 wealth managers and 6,519th of 17,210 SEC-registered advisers by assets.
Main office 314-726-1600bfewealth.comAs filed on Form ADV
- Regulatory AUM
- $705M
- Rank among wealth managers
- #2,130 of 8,915
- Rank among all SEC RIAs
- #6,519 of 17,210
- Rank in Missouri
- #76 of 196
- Individual clients
- 1,099
- High-net-worth clients
- 14
- Accounts
- 2,336
- Discretionary
- 64% of AUM
- Employees
- 12
- Advisory staff
- 6
- Offices
- 5
Owners and executives on its Form ADV
- Benjamin Franklin IV EdwardsDirector
- Christopher M KellerDirector
- Douglas David RubensteinDirector
- Billy Joe WisdomDirector
- Matthew Paul MucklerChief Compliance Officer, Advisory
- Gwendolyn Madison TaylorDirector
Custody and brokerage
Broker-dealer
Hybrid RIA
Benjamin F. Edwards Wealth Management, LLC is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Benjamin F. Edwards & Company, Incorporated.
Its Form ADV brochure (filed March 2026) names Benjamin F. Edwards & Co. as the broker-dealer its advisers are registered with.
Several of EWM’s management persons are also registered representatives of BFE.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 1,085 | $559M | 79% |
| High-net-worth individuals | 14 | $127M | 18% |
| Corporations or other businesses | 5 | $18M | 3% |
| Charitable organizations | – | $2M | <1% |
Disciplinary disclosures
Benjamin F. Edwards Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bfewealth.com ↗
AtlasMembers
The full record on Benjamin F. Edwards Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 4,481 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Benjamin F. Edwards Wealth Management, LLC manage?
Benjamin F. Edwards Wealth Management, LLC reports $705 million in regulatory assets under management across 2,336 accounts, 64% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Benjamin F. Edwards Wealth Management, LLC?
Benjamin F. Edwards Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Benjamin F. Edwards Wealth Management, LLC’s clients?
By assets, its largest client types are individuals ($559 million, 1,085 clients); high-net-worth individuals ($127 million, 14 clients); corporations or other businesses ($18 million, 5 clients).
Does Benjamin F. Edwards Wealth Management, LLC have any disciplinary history?
Benjamin F. Edwards Wealth Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Benjamin F. Edwards Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →