EADS & HEALD WEALTH MANAGEMENT

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Georgia, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	307	$235.6M
Non-Discretionary	0	$0
Total	307	$235.6M

Clients

Type	Number	RAUM
Individuals	164	$36.6M
HNW Individuals	137	$184.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$6.2M
Charitable organizations	<5	$8.0M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	126.1M
Both for Same	0

Portfolio Manager to Program	Sponsor
MERRILL LYNCH ASSET BASED PROGRAM	MERRILL LYNCH
WELLS FARGO ADVISORS PRIVATE ADVISOR NETWORK	WELLS FARGO ADVISORS
WILMINGTON TRUST WRAP PROGRAM	WILMINGTON TRUST
MORGAN STANLEY VISION PROGRAM	MORGAN STANLEY
UBS PAINE WEBBER MAC PROGRAM	UBS PAINE WEBBER
RAYMOND JAMES & ASSOCIATES OUTSIDE MANAGER PROGRAM	RAYMOND JAMES & ASSOCIATES
OPPENHEIMER	OPPENHEIMER
BENJAMIN F. EDWARDS SEPARATELY MANAGED PORTFOLIOS	BENJAMIN F. EDWARDS
ENVESTNET	ENVESTNET
KESTRA FINANCIAL	KESTRA FINANCIAL

Identifiers

SEC RIA File Number	801-29263
SEC ERA File Number	801-29263
SEC CIK Numbers	1035912
SEC CRD Numbers	105524
Legal Entity Identifier	None

Principal Office

2100 RIVEREDGE PKWY N.W. STE 760
ATLANTA
GA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic