Eads & Heald Wealth Management
Eads & Heald Wealth Management is an SEC-registered wealth manager in Atlanta, GA with $240.5M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Eads & Heald Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105524, SEC 801-29263, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $240.5M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 6
- Clients
- 229
- CRD
- 105524
- Ownership
- EADS, ROBERT, STEWART; HEALD, THOMAS, FARMER; MCBRIDE, DAVID, GARY; TUCKER, MARK, HEARNE; EADS, MATTHEW, SCOTT
How much AUM does Eads & Heald Wealth Management have?
Eads & Heald Wealth Management reported $240.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Eads & Heald Wealth Management?
Disclosed owners and executives of Eads & Heald Wealth Management include EADS, ROBERT, STEWART, HEALD, THOMAS, FARMER, MCBRIDE, DAVID, GARY, TUCKER, MARK, HEARNE, EADS, MATTHEW, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.