Benjamin F. Edwards Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St.
Assets Under Management
$705M
Employees
12
Offices
4 offices
Total Clients
1,104
Primary office
ST. LOUIS, MO
ONE NORTH BRENTWOOD, SUITE 850, ST. LOUIS, MO, United States
Top client segmentIndividuals represent 98.3% of total clients.
Top client categories% of clientsClients
1
Individuals
98.3%
1,085
2
HNWI
1.3%
14
3
Corporations
0.5%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$705Mas of March 31, 2026
Discretionary64.0%
$452M
64% of total RAUM64.0%
Non-discretionary36.0%
$254M
36% of total RAUM36.0%
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$705M
Total Accounts2,336
10Y AUM Change+$705M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee92:1
10Y Employee Change+6 (+100.0%)
* 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.