RIA Intel›Advisers›Nevada›MAHLON R.EDWARDS FINANCIAL PLANNING & INVESTMENT STRATEGIES,INC.

MAHLON R.EDWARDS FINANCIAL PLANNING & INVESTMENT STRATEGIES,INC.

Advisory

LAS VEGAS, NV

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$392K

across 75 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients75

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InLA, NV, TX

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

75 clients

10 high-net-worth

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

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