# Brown Edwards Wealth Strategies

Brown Edwards Wealth Strategies is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 173559
- **SEC file number:** 801-117391
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173559

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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