Brown Edwards Wealth Strategies
Brown Edwards Wealth Strategies is an SEC-registered wealth manager in Lynchburg, VA with $330.7M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Brown Edwards Wealth Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173559, SEC 801-117391, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $330.7M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Lynchburg, VA
- Employees
- 7
- Clients
- 200
- CRD
- 173559
- Ownership
- ROOP, ANTONY, DOUGLAS; MCENTIRE, RYAN, ALLEN; WINGFIELD, MICHAEL, CHRISTOPHER; BROWN, EDWARDS & COMPANY L.L.P.; VANCE, KELLI, JANE
How much AUM does Brown Edwards Wealth Strategies have?
Brown Edwards Wealth Strategies reported $330.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Brown Edwards Wealth Strategies?
Disclosed owners and executives of Brown Edwards Wealth Strategies include ROOP, ANTONY, DOUGLAS, MCENTIRE, RYAN, ALLEN, WINGFIELD, MICHAEL, CHRISTOPHER, BROWN, EDWARDS & COMPANY L.L.P., VANCE, KELLI, JANE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.