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BROWN EDWARDS WEALTH STRATEGIES

LYNCHBURG, VA · CRD 173559 · IAPD ↗ · brownedwardswealth.com · 434 948-9000

$403.3MRegulatory AUM
8Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — BROWN EDWARDS WEALTH STRATEGIES notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — BROWN EDWARDS WEALTH STRATEGIES notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — BROWN EDWARDS WEALTH STRATEGIES added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
September 2024 — BROWN EDWARDS WEALTH STRATEGIES changed its website from awsadvisorsllc.com to brownedwardswealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
September 2024 — BROWN EDWARDS WEALTH STRATEGIES added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.