Eads & Heald Wealth Management

Eads & Heald Wealth Management (CRD# 105524) is a financial advisory firm headquartered in Atlanta, GA. They manage $247,673,003 in 258 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2100 Riveredge Pkwy N.w. Ste 760, Atlanta, GA 30328
http://www.eadsheald.com
By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $959,973
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, NC, NY, SC, TX, VA

Financial Advisors at Eads & Heald Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Eads, financial advisor Atlanta GA
Matthew S. Eads
CRD#: 4769512
2100 Riveredge Parkway, Suite 760, Atlanta, GA 30328

Matthew Eads (CRD# 4769512) is an Investment Advisor Representative working at Eads & Heald Wealth Management in Atlanta, GA and has 1 year of experience in the finance industry.

2
Robert Eads, financial advisor Atlanta GA
Robert S. Eads
CRD#: 2328096
2100 Riveredge Parkway, Nw, Suite 760, Atlanta, GA 30328

Robert Eads (CRD# 2328096) is an Investment Advisor Representative working at Eads & Heald Wealth Management in Atlanta, GA and has 1 year of experience in the finance industry.

3
Thomas Heald, financial advisor Atlanta GA
Thomas F. Heald
CRD#: 2251114
2100 Riveredge Pkwy., Nw, Suite 760, Atlanta, GA 30328

Thomas Heald (CRD# 2251114) is an Investment Advisor Representative working at Eads & Heald Wealth Management in Atlanta, GA and has over 31 years of experience in the finance industry.

4
Scott Stewart, financial advisor Atlanta GA
Scott M. Stewart
CRD#: 4571128
2100 Riveredge Parkway, Nw, Suite 760, Atlanta, GA 30328

Scott Stewart (CRD# 4571128) is an Investment Advisor Representative working at Eads & Heald Wealth Management in Atlanta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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