W.B. Edwards & Co.: applying for SEC registration, Knoxville, TN
W.B. Edwards & Co. (Knoxville, Tennessee): applying for SEC registration, Knoxville, TN. Dated 119 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 21 related TN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | W.B. Edwards & Co. |
| Legal name | W.B. Edwards LLC |
| CRD | 343080 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-07-08 |
| Latest Form ADV filing | 2026-07-01 |
| Location | Knoxville, TN, United States |
| Employees | 2 |
| Website | https://www.linkedin.com/company/w-b-edwards/ |
| Peer records CSV (22 TN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: W.B. Edwards & Co. and 22 Tennessee peers
- Tennessee NewRiaPulse records like this one: 22
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Tennessee peer: $4,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for W.B. Edwards & Co. in Knoxville, Tennessee?
W.B. Edwards & Co. applied for SEC registration as an investment adviser (2026-07-08), based in Knoxville, TN.
How does W.B. Edwards & Co. compare to other Tennessee NewRiaPulse records?
It is 119 days old; check the official source for later updates before acting.
W.B. Edwards & Co. vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| W.B. Edwards & Co. | Knoxville, TN | 2026-07-08 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.