# Benjamin F. Edwards Wealth Management, LLC

> Benjamin F. Edwards Wealth Management, LLC is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 297750
- Filed as: BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
- Also doing business as: EDWARDS WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297750
- AdvisorCensus page: https://advisorcensus.com/firm/benjamin-f-edwards-wealth-management-llc-st-louis-mo-297750

## Quick answers

**How is Benjamin F. Edwards Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Benjamin F. Edwards Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Benjamin F. Edwards Wealth Management, LLC located?**
Benjamin F. Edwards Wealth Management, LLC's principal office is in St. Louis, MO, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Benjamin F. Edwards Wealth Management, LLC registered with the SEC or a state?**
Benjamin F. Edwards Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297750.

**How much does Benjamin F. Edwards Wealth Management, LLC manage?**
Benjamin F. Edwards Wealth Management, LLC reports $705,354,800 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (64% discretionary).

**How have Benjamin F. Edwards Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Benjamin F. Edwards Wealth Management, LLC: Regulatory assets under management: $361,959,318 in the October 2021 data and $705,354,800 in the October 2026 data, up 95%. Total employees: 16 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Benjamin F. Edwards Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,085); high net worth individuals (14); corporations or other businesses not listed above (5).

**Which custodians does Benjamin F. Edwards Wealth Management, LLC use?**
Benjamin F. Edwards Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Benjamin F. Edwards Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297750

**What changed in Benjamin F. Edwards Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 14 to 6. Regulatory assets under management went from $894,040,381 to $705,354,800 (-21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $705,354,800
- Discretionary: $451,729,986
- Non-discretionary: $253,624,814

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,085 | $558,933,198 |
| High net worth individuals | 14 | $126,530,511 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $1,678,204 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $18,212,887 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Lexington, KY
- Six Mile, SC
- St. Louis, MO
- Waterloo, IA

### Websites listed on Form ADV (Item 1.I)
- bfewealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $361,959,318 | 16 | September 15, 2021 |
| October 2022 | $477,452,197 | 23 | March 31, 2022 |
| October 2023 | $611,275,981 | 23 | March 31, 2023 |
| October 2024 | $740,402,470 | 24 | March 28, 2024 |
| October 2025 | $894,040,381 | 26 | March 31, 2025 |
| October 2026 | $705,354,800 | 12 | March 31, 2026 |

Regulatory assets under management: $361,959,318 in the October 2021 data and $705,354,800 in the October 2026 data, up 95%.
Total employees: 16 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 6.
- Regulatory assets under management went from $894,040,381 to $705,354,800 (-21%).

### March 2026
- No longer lists an office in Alto, MI.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benjamin F. Edwards Wealth Management, LLC (CRD 297750): Form ADV filing data as of October 2026.