EDWARD WEALTH PARTNERS

RIASEC Registered

Total AUM

$1.6M

Discretionary

0% of AUM

Avg account

$61K

Accounts

Employees

Advisory reps

Firm details

Headquarters: LITHIA SPRINGS, Georgia
CRD number: 338899
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals54.26%
HNWI44.52%
Corporations / Businesses1.22%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Edward Wealth Partners is an independent, privately owned registered investment adviser structured as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator, outsourcing some strategies to third‑party managers, and offers a mix of fee arrangements including a percentage of AUM, hourly charges, and fixed fees. Its advisory services list financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm is not identified as an active ESG investor, and its snapshot flags an affiliation with an insurance company.