Get started
LP Profile

Brown Edwards Wealth Strategies

Also known as brown edwards wealth strategies

Wealth ManagerLynchburg, United StatesFounded 2014
$202M
Assets Under Management
Lynchburg
Headquarters
Get Contact Details Website
Investment Focus

About Brown Edwards Wealth Strategies

Brown Edwards Wealth Strategies is a wealth manager based in Lynchburg, US. Founded in 2014. Reported AUM: 202 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Brown Edwards Wealth Strategies from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$330.7M
Total Clients
555
Filing Date
March 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

Wealth Managers in United StatesAll Wealth ManagersLimited Partners in LynchburgLimited Partners in United StatesLP Database
More Investors

Related Wealth Managers in United States

Northern Trust Wealth Management
Chicago, United States
$1300.0B AUM
AB Custom Alternative Solutions
Nashville, United States
$829.0B AUM
Allspring Global Investments
Charlotte, United States
$550.0B AUM
Apella Wealth
West Hartford, United States
$384.0B AUM
Morgan Stanley Private Wealth Management
Purchase, United States
$369.7B AUM
CAPTRUST Financial Advisors
Raleigh, United States
$360.0B AUM
FAQ

Frequently asked questions

What type of investor is Brown Edwards Wealth Strategies?

Brown Edwards Wealth Strategies is a wealth manager based in Lynchburg, United States, managing approximately $202M in assets.

Where is Brown Edwards Wealth Strategies headquartered?

Brown Edwards Wealth Strategies is headquartered in Lynchburg, United States.

How much does Brown Edwards Wealth Strategies manage?

Brown Edwards Wealth Strategies manages approximately $202M in assets under management.

When was Brown Edwards Wealth Strategies founded?

Brown Edwards Wealth Strategies was founded in 2014.

How can I contact Brown Edwards Wealth Strategies?

Verified contact details, key decision-makers, and investment preferences for Brown Edwards Wealth Strategies are available on LPbacked. Create a free account to access them.