CRD: 297750
Benjamin F. Edwards Wealth Management, LLC
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- VectorVital
- Established Date
- 06-01-2018
- Office Locations
- 5
Office Locations
About Benjamin F. Edwards Wealth Management, LLC
Edwards Wealth Management partners with independent and breakaway advisors to help them start, grow, and scale while maintaining full ownership of their practice. The firm provides turnkey transition support, startup capital, concierge service, integrated technology, compliance and operations, branding/marketing, and access to a broker-dealer. Investment support includes outsourced CIO services with an ETF-tilted approach; Pershing is a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BENJAMIN FRANKLIN EDWARDS IV
Chairman, Chief Executive Officer, DIRECTOR, President
- CRD
- #1061490
- Ownership
- Less than 5%
CHRISTOPHER M KELLER
DIRECTOR
- CRD
- #4346617
- Ownership
- Less than 5%
Glacier legacy
Foundation element pathway
- CRD
- #13348
- Ownership
- 6.8%
Showing 2 of 6 owners & executives
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NICOLE A AVERY-YOUNG
Associate
- CRD
- #3110268
LARRY WINFORD CROSTHWAITE
--
- CRD
- #3083003
Beacon momentum
Quantum crest
- CRD
- #60616
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $451,729,986 | $222,966 |
| Non-Discretionary | $253,624,814 | $818,145 |
| Total | $705,354,800 | $301,950 |
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Separately Managed Accounts
Total SMA Asset: $705,354,800
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,600,226,962 | 25.3% |
| Public Funds | $468,050,574 | 7.4% |
| Cash | $493,350,605 | 7.8% |
| Equity - OTC | $1,454,751,783 | 23.0% |
| Municipal Bonds | $1,176,451,442 | 18.6% |
| U.S. Government/Agency | $1,132,176,388 | 17.9% |
| Total | $6,325,007,754 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE MOMENTUM | LEGACY EAGLE | RJEFPM3YM | MCZZB | 11.15% | $16,202,955 |
| FOUNDATION VERTEX | NORTH GLACIER | FYWFL4LST | NVI | 1.79% | $97,149,104 |
| RIDGE PATHWAY | HARBOR MERIDIAN | Q86KPN3TB | SXNWK | 11.04% | $86,601,324 |
| FUSION NORTH ATLAS | INSIGHT MATRIX | W0NCCVZ4Q | CWAKS | 11.39% | $46,827,009 |
| FRONTIER EAGLE MOMENTUM | EAGLE SIGNAL | OWH4FHIZL | HNVX | 10.84% | $37,770,443 |
| HORIZON HORIZON HARBOR | CAPITAL LEGACY | ACKM3CX5D | FSX | 2.20% | $48,489,317 |
| INSIGHT FOCUS | MOMENTUM EMBER | 6SR184M3Y | FKDR | 9.52% | $27,573,126 |
| CATALYST MOMENTUM | HARBOR SIGNAL | A53IS6FK2 | CNSGF | 11.28% | $8,095,500 |