Brown Edwards Wealth Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lynchburg, VA. Its latest Form ADV filing, dated March 9, 2026, reports $331M in regulatory assets under management, 7 employees, 13 offices, and 555 accounts.
Assets Under Management
$331M
Employees
7
Offices
13 offices
Total Clients
200
Primary office
LYNCHBURG, VA
828 MAIN STREET, SUITE 1401, LYNCHBURG, VA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.0% of total clients.
Top client categories% of clientsClients
1
Individuals
63.0%
126
2
HNWI
37.0%
74
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$331Mas of March 9, 2026
Discretionary99.9%
$330M
100% of total RAUM99.9%
Non-discretionary0.1%
$256K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$331M
Total Accounts555
10Y AUM Change+$228M (+222.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee29:1
10Y Employee Change-1 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.