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Brown Edwards Wealth Strategies
BROWN EDWARDS WEALTH STRATEGIES is an SEC-registered investment adviser in LYNCHBURG, VA, registered since 2019. The firm manages $331 million in assets,...
Overview
BROWN EDWARDS WEALTH STRATEGIES is an SEC-registered investment adviser in LYNCHBURG, VA, registered since 2019. The firm manages $331 million in assets, $330 million on a discretionary basis. It has 7 employees and 7 investment advisers.
General information
Firm type
RIA
Frequently asked questions
How does Brown Edwards Wealth Strategies source proprietary deal flow?
The firm does not appear to source proprietary deals. It builds portfolios using publicly traded securities and third-party funds, rather than making direct investments in private companies or venture capital.
What investment stages does Brown Edwards Wealth Strategies typically target?
The firm does not target specific venture or growth stages. Its strategy focuses on long-term asset allocation across public market securities, not private company investing.
How is Brown Edwards Wealth Strategies related to Brown Edwards & Company?
Brown Edwards Wealth Strategies is a wholly owned affiliate of Brown Edwards & Company, a regional CPA and business advisory firm. The wealth management unit was created to provide integrated tax and financial planning under one roof.
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