Benjamin F. Edwards Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$685,463,709
Clients
1,099
Advisors
6
across 4 offices
About
Benjamin F. Edwards Wealth Management (EWM) delivers advisory services through affiliated investment adviser representatives to a broad client mix that includes individual and high‑net‑worth clients, pension and profit‑sharing plans, trusts, corporations, and charitable and governmental entities. The firm provides discretionary investment management (offering both wrap and unbundled account structures), financial planning, and customized consulting services.
EWM implements portfolios through a mix of advisors acting as portfolio managers, solutions provided by its broker‑dealer affiliate, or unaffiliated third‑party money managers, and it provides regular account appraisals and performance reporting to clients. The firm generally prefers semibundled mutual fund share classes where available and has disclosed a planned programmatic conversion of legacy unbundled share classes to semibundled shares to address platform transaction dynamics.
The firm is affiliated by common ownership with Benjamin F. Edwards & Co., a dually registered broker‑dealer, and its brochure discloses that advisors may also hold broker‑dealer registrations and insurance licenses, along with onboarding compensation arrangements for advisors joining the firm. EWM sponsors wrap fee programs, participates in custodial support programs that include per‑ticket reimbursements and vendor‑funded educational events, and operates a multi‑office team managing roughly $705 million in discretionary assets—features that are less common among peer team firms.
Client services
Expertise
Fee options
Set fees charged for financial planning and consulting services, negotiable
$5,000 - $160,000: Negotiable, varies by strategy and manager $25,000 - $40,000: Negotiable, varies by strategy and manager $10,000 - $25,000: Negotiable, varies by strategy and manager $100,000+: Negotiable, varies by strategy and manager
Hourly fees charged for financial planning and consulting services, negotiable
Account minimum: $5,000 to $160,000 depending on the manager and strategy selected Fee-only: Hourly charges and set fees for financial planning and consulting services, fees are negotiable and based on scope of services
Main office
One North Brentwood, Suite 850
St. Louis MO 63105, United States
Offices (4)
Most active in
Alabama · Arizona · Arkansas · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Iowa · Kansas · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Vermont · Virginia · Washington · West Virginia · Wisconsin
Also doing business as
Benjamin F. Edwards Wealth Management, LLC · Edwards Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Derek L
CFP®, Series 66
Six Mile, SC
Benjamin F. Edwards Wealth Management, LLC
Derek Lunka is a CFP® professional with 14 years of industry experience, currently serving at Benjamin F. Edwards Wealth Management, LLC since 2019. He has also been affiliated with Benjamin F. Edwards & Co. since 2011. Outside of his advisory role, he is the owner of Lakenorth Investment Group, LLC, where he provides investment advice. Benjamin F. Edwards Wealth Management offers advisory services to a diverse client base, including individuals, retirement plans, trusts, and organizations. The firm provides discretionary investment management and financial planning, operating on a multi-custodian platform and utilizing both in-house and third-party money management solutions.
Matthew S
Series 63, Series 66
Six Mile, SC
Benjamin F. Edwards Wealth Management, LLC
Matthew Smith is a financial advisor at Benjamin F. Edwards Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Wachovia Bank, N.A. Outside of his role at Benjamin F. Edwards, he is involved with Lakenorth Investment Group, LLC, where he provides investment advice as an independent contractor. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable organizations. The firm offers discretionary investment management, financial planning, and consulting services, implementing portfolios through a combination of internal portfolio managers, affiliated broker-dealer solutions, and third-party managers.
Lisa M
Series 66
Jonesboro, AR
Benjamin F. Edwards Wealth Management, LLC
Lisa Myer is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable and governmental entities. The firm offers discretionary investment management, financial planning, and customized consulting, utilizing a combination of in-house portfolio managers, broker-dealer solutions, and third-party money managers.
Kyle S
Series 66
Lexington, KY
Benjamin F. Edwards Wealth Management, LLC
Kyle Steele is a financial advisor with Benjamin F. Edwards Wealth Management, LLC in Lexington, KY, holding a Series 66 designation and 9 years of industry experience. His prior work includes roles at Robert Baird & Co. and Hilliard Lyons. Outside of his advisory work, he owns KCS Group LLC, through which he provides investment advice. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and institutional entities. The firm offers discretionary investment management, financial planning, and customized consulting, implementing portfolios using a variety of internal and third-party resources.
Larry C
Series 63, Series 65
Lexington, KY
Benjamin F. Edwards Wealth Management, LLC
Larry Crosthwaite is a financial advisor with Benjamin F. Edwards Wealth Management, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, LLC. He is also the majority owner of Elkhorn Private Wealth, LLC, an investment advisory firm based in Lexington. Benjamin F. Edwards Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, and organizations, offering discretionary investment management, financial planning, and consulting services. The firm operates on a multi-custodian platform and combines proprietary and third-party investment solutions to manage accounts.
Nicole A
Series 63, Series 66
Bolivar, MO
Benjamin F. Edwards Wealth Management, LLC
Nicole Avery Young is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Benjamin F. Edwards & Co. since 2017 and previously worked for the Bolivar R-1 School District. Benjamin F. Edwards Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable entities. The firm offers discretionary investment management, financial planning, and consulting through multiple portfolio management strategies and maintains a multi-office team managing approximately $705 million in discretionary assets.
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