RIA Intel›Advisers›Georgia›EDWARD WEALTH PARTNERS, LLC

EDWARD WEALTH PARTNERS, LLC

Advisory

LITHIA SPRINGS, GA

Data as of Apr 17, 2026 · Source: SEC Form ADV

Average account

$61K

across 27 accounts

AUM per adviser

$2M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 17, 2026.

Total AUM

$2M

Discretionary %

0%

Clients

27

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients27

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

BROWN INVESTORS WEALTH MANAGEMENT, LLC

$2M

DPM WEALTH MANAGEMENT INC>

$2M

RIDGEBACK WEALTH MANAGEMENT, LLC

PEACHTREE CITY, GA

$2M

FERN IMPACT ADVISORS, LLC

DULUTH, GA

$2M

PIECE OF WEALTH PLANNING LLC

$2M

DALTON WEALTH PLANNERS

DALTON, GA

$2M

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