Benjamin F. Edwards Wealth Management, LLC

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Client assets under management

$685,463,709

Clients

1,099

1% high-net-worth

Advisors

of 12 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

366

Very High

Average account size

$623,716

About

Benjamin F. Edwards Wealth Management (EWM) delivers advisory services through affiliated investment adviser representatives to a broad client mix that includes individual and high‑net‑worth clients, pension and profit‑sharing plans, trusts, corporations, and charitable and governmental entities. The firm provides discretionary investment management (offering both wrap and unbundled account structures), financial planning, and customized consulting services.

EWM implements portfolios through a mix of advisors acting as portfolio managers, solutions provided by its broker‑dealer affiliate, or unaffiliated third‑party money managers, and it provides regular account appraisals and performance reporting to clients. The firm generally prefers semibundled mutual fund share classes where available and has disclosed a planned programmatic conversion of legacy unbundled share classes to semibundled shares to address platform transaction dynamics.

The firm is affiliated by common ownership with Benjamin F. Edwards & Co., a dually registered broker‑dealer, and its brochure discloses that advisors may also hold broker‑dealer registrations and insurance licenses, along with onboarding compensation arrangements for advisors joining the firm. EWM sponsors wrap fee programs, participates in custodial support programs that include per‑ticket reimbursements and vendor‑funded educational events, and operates a multi‑office team managing roughly $705 million in discretionary assets—features that are less common among peer team firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management

Fee options

Fixed

Set fees charged for financial planning and consulting services, negotiable

Percentage

$5,000 - $160,000: Negotiable, varies by strategy and manager $25,000 - $40,000: Negotiable, varies by strategy and manager $10,000 - $25,000: Negotiable, varies by strategy and manager $100,000+: Negotiable, varies by strategy and manager

Project-based

Hourly fees charged for financial planning and consulting services, negotiable

Other

Account minimum: $5,000 to $160,000 depending on the manager and strategy selected Fee-only: Hourly charges and set fees for financial planning and consulting services, fees are negotiable and based on scope of services

Main office location

Benjamin F. Edwards Wealth Management, LLC

One North Brentwood, Suite 850

St. Louis MO 63105, United States

Number of offices

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Iowa · Kansas · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Vermont · Virginia · Washington · West Virginia · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 314-726-1600

Advisors at this firm

Derek L

CFP®, Series 66

Six Mile, SC

Benjamin F. Edwards Wealth Management, LLC

Derek Lunka is a CFP® professional with 14 years of industry experience, currently serving at Benjamin F. Edwards Wealth Management, LLC since 2019. He has also been affiliated with Benjamin F. Edwards & Co. since 2011. Outside of his advisory role, he is the owner of Lakenorth Investment Group, LLC, where he provides investment advice. Benjamin F. Edwards Wealth Management offers advisory services to a diverse client base, including individuals, retirement plans, trusts, and organizations. The firm provides discretionary investment management and financial planning, operating on a multi-custodian platform and utilizing both in-house and third-party money management solutions.

Wealth management

Kyle S

Series 66

Lexington, KY

Benjamin F. Edwards Wealth Management, LLC

Kyle Steele is a financial advisor at Benjamin F. Edwards Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Robert W. Baird & Co. Incorporated and Hilliard Lyons. Outside of his role at the firm, he is the sole owner of KCS Group LLC, where he provides investment advice. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and public entities. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a multi-custodian platform and a combination of in-house and third-party investment solutions.

Wealth management

Larry C

Series 63, Series 65

Lexington, KY

Benjamin F. Edwards Wealth Management, LLC

Larry Crosthwaite is a financial advisor with Benjamin F. Edwards Wealth Management, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, LLC. He is also the majority owner of Elkhorn Private Wealth, LLC, an investment advisory firm based in Lexington. Benjamin F. Edwards Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, and organizations, offering discretionary investment management, financial planning, and consulting services. The firm operates on a multi-custodian platform and combines proprietary and third-party investment solutions to manage accounts.

Wealth management

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