Eads & Heald Wealth Management

$240.5MAssets under management
as of Mar 2026 · SEC Form ADV
Atlanta, GA
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Tech stack

No one at Eads & Heald Wealth Management has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Eads & Heald Wealth Management's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $76M held · filed Apr 2024
Morgan Stanley
Per Form ADV · $29M held · filed Apr 2024
Proposal Generation/Sales Enablement