E
$1.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-30-2025
- Office Locations
- 1
Office Locations
351 Thornton RD STE 117 Lithia Springs GA
About Edward Wealth Partners
Edward Wealth Partners is a Lithia Springs-based RIA. The firm has been operating for 0 years. Managing $1.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$37.4K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
James Edward Durden Jr.
Chief Compliance Officer, Managing Member
- CRD
- #8166880
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,646,174 | -- |
| Total | $1,646,174 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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