Benjamin F. Edwards Wealth Management, Llc
- Regulatory AUM
- $705M
- Discretionary
- $452M
- Clients
- 1,104
- Avg AUM / client
- $639K
- Accounts
- 2,336
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,085 | $559M | 79.2% |
| High net worth individuals | 14 | $127M | 17.9% |
| Charitable organizations | 0 | $1.7M | 0.24% |
| Corporations and other businesses | 5 | $18.2M | 2.58% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Franklin Edwards | Director | Jun 2018 (8y) | Less than 5% | |
| Billy Joe Wisdom | Director | Jun 2018 (8y) | Less than 5% | |
| Keller, Christopher M | Director | Jun 2018 (8y) | Less than 5% | |
| Rubenstein, Douglas David | Director | Jun 2018 (8y) | Less than 5% | |
| Matthew Paul Muckler | Chief Compliance Officer, Advisory | Jan 2021 (6y) | Less than 5% | |
| Salamon, Matthew R | Director | Sep 2022 (4y) | Less than 5% | |
| Derek W Lunka | Registered representative | CFP | May 2019 (7y) | |
| Kyle Coleman Steele | Registered representative | Sep 2021 (5y) | ||
| Larry Winford Crosthwaite | Registered representative | Sep 2021 (5y) | ||
| Matthew David Smith | Registered representative | Sep 2022 (4y) | ||
| Lisa Grace Myer | Registered representative | Aug 2025 (1y) | ||
| Nicole A Avery Young | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Benjamin Edwards, Inc. | Owner | Oct 2008 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Pershing $705M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗