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BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
CRD 297750File 801-113797
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$705.4M
Above cohort median (national)
Discretionary AUM
$451.7M
Non-discretionary $253.6M
Clients
1,104
2,336 accounts
Employees
12
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 6, 2018
- Principal office
- ONE NORTH BRENTWOOD, SUITE 850, ST. LOUIS, MO, 63105
- Phone
- 314-726-1600
- Website
- https://bfewealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $705.4M
- Discretionary AUM
- $451.7M
- Non-discretionary AUM
- $253.6M
- Discretionary accounts
- 2,026
- Non-discretionary accounts
- 310
- Total accounts
- 2,336
- AUM per client
- $639K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $18.2M |
| Charitable organizations | Fewer than 5 | $1.7M |
| High net worth individuals | 14 | $126.5M |
| Individuals (other than high net worth individuals) | 1,085 | $558.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 26 | 12 | decreased by14 |
| Apr 1, 2026 | Clients | 1,817 | 1,104 | decreased by713 |
| Apr 1, 2026 | AUM | $894,040,381 | $705,354,800 | decreased by$188,685,581 |
| Apr 1, 2026 | Accounts | 3,424 | 2,336 | decreased by1,088 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 26 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 839 | 1,817 | increased by978 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $477,452,197 | $894,040,381 | increased by$416,588,184 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,343 | 3,424 | increased by2,081 |
| Apr 1, 2022 | Employees | 16 | 23 | increased by7 |
| Apr 1, 2022 | Clients | 747 | 839 | increased by92 |
| Apr 1, 2022 | AUM | $361,959,318 | $477,452,197 | increased by$115,492,879 |
| Apr 1, 2022 | Accounts | 1,188 | 1,343 | increased by155 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BENJAMIN EDWARDS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BENJAMIN EDWARDS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.