# Edward Wealth Partners

> Edward Wealth Partners is a state-registered investment advisory firm in Lithia Springs, GA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.

- CRD: 338899
- Filed as: EDWARD WEALTH PARTNERS
- Legal name: Edward Wealth Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lithia Springs, GA
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338899
- AdvisorCensus page: https://advisorcensus.com/firm/edward-wealth-partners-lithia-springs-ga-338899

## Quick answers

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

**Where is Edward Wealth Partners located?**
Edward Wealth Partners' principal office is in Lithia Springs, GA, according to its Form ADV.

**Is Edward Wealth Partners registered with the SEC or a state?**
Edward Wealth Partners is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338899.

**How much does Edward Wealth Partners manage?**
Edward Wealth Partners reports $1,646,174 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (0% discretionary).

**What types of clients does Edward Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (2); corporations or other businesses not listed above (1).

**Does Edward Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338899

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,646,174
- Discretionary: $0
- Non-discretionary: $1,646,174

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $893,206 |
| High net worth individuals | 2 | $732,815 |
| Corporations or other businesses not listed above | 1 | $20,153 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook facebook.com
- LinkedIn @108481409

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edward Wealth Partners (CRD 338899): Form ADV filing data as of October 2026.