# Edward Wealth Partners

Edward Wealth Partners is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** edwardwealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/108481409

## Regulatory record

- **CRD number:** 338899
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338899

## About

Edward Wealth Partners specializes in retirement planning for clients who are retired or nearing retirement. They offer a no-cost, no-obligation Retirement Roadmap process to help clients evaluate the firm and plan for retirement success. They commit to fiduciary principles and work as a team to answer financial questions in plain English.

## People

- James Edward Durden Jr. — Financial Advisor | Fiduciary
- Bessie M Wilburn — Operations
- Keonna Timmons — Marketing Support

## Questions

### Who runs investment decisions at Edward Wealth Partners?

No investment professionals have been publicly named in connection with Edward Wealth Partners. The firm's operational structure and decision-making hierarchy are not disclosed in publicly available records. Without named principals or a posted team, allocation authority remains unconfirmed.

### Does Edward Wealth Partners participate in fund commitments or only direct deals?

There is no public record of Edward Wealth Partners making either fund commitments or direct deals. Its investment approach — whether fund-based, direct, or hybrid — is not disclosed. Until a transaction is reported, allocation preferences are unknown.

### What investment stages does Edward Wealth Partners typically target?

The firm does not publicly specify preferred investment stages. No known investments across venture, growth, buyout, or public equity have been reported. Target stage cannot be inferred from available data.

### Which sectors does Edward Wealth Partners explicitly avoid?

The firm has not published any sector exclusions. Its investment universe is unknown, and no public statements regarding negative screens — such as tobacco, fossil fuels, or defense — have been issued.

## Related profiles

- [Conroy Capital LLC](https://altss.com/profile/conroy-capital-llc)
- [Iolite Asset Management](https://altss.com/profile/iolite-asset-management)

---

Last updated: 2026-08-11T15:06:35.052Z

Canonical page: https://altss.com/profile/edward-wealth-partners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology