Qualified Intermediary

Edmund & Wheeler

Edmund & Wheeler, Inc. · Parent: Independent / unpublished · Firm website

FEA membership: FEA unknown
CES® holders: Not published on cited pages
Fidelity bond: Not published on cited pages
E&O / other cover: Not published on cited pages
How funds are held: Segregated
Dual-signature wires: Dual-signature
Reverse / improvement / DST: Reverse Yes · Improvement Yes · DST Unknown
Last sourced: 2026-09-07

Fund handling

Services & Fees page: money-center bank depository; in all cases funds held under the client’s name (or entity name) and tax ID number; clients must approve any and all disbursements; escrow accounts insured 100% by the FDIC and the Massachusetts Depositors Insurance Fund (page spelling: ‘Massachussetts’); escrow partner The Provident Bank.

Fee structure

All-inclusive fees quoted at engagement. No public dollar card. Firm states it is not a ‘discount exchange provider’ and that price depends on complexity, parties, properties, haste, and other file-specific factors.

Who it is for

Nationwide 1031 exchangers (firm says it covers the entire U.S.) working with an independent New Hampshire–based QI. Team phones are 603-area; Tim Burger manages reverse and build-to-suit projects and client escrow accounts.

Verdict

Strong published custody mechanics — taxpayer-named/TIN accounts at Provident Bank, client approval of every disbursement, FDIC plus Massachusetts DIF — and a types page that actually describes reverse and build-to-suit parking formats. Weaker on trade-association and insurance-dollar disclosure: FEA, CES®, fidelity, and E&O are not on the pages cited. Fees are quote-only. Ask who signs at the bank, not only who ‘approves’ internally.

Notes

This is a QI custody file, not a securities offering. Edmund & Wheeler, Inc. is the legal name on the Services and Fees page. The homepage brand is Edmund & Wheeler / EWI. No corporate parent is published on the four pages cited.

Banking and Safeguarding the Funds (Services and Fees, fetched 2026-09-07) is the custody source: client or entity name plus tax ID; client must approve any and all disbursements; 100% FDIC and Massachusetts Depositors Insurance Fund; escrow partner The Provident Bank. The page’s own spelling is “Massachussetts.” Dual-signature is recorded as yes because the firm requires client approval of every disbursement; whether the deposit bank also enforces two tokens is not separately described.

Types of 1031 Exchanges lists delayed direct, reverse (exchange last and exchange first) with a single-purpose entity, delayed build-to-suit, and reverse build-to-suit. Improvement/build-to-suit and reverse are therefore yes. DST is not marketed there.

Fees are all-inclusive and quoted at engagement. Team page names John D. Hamrick, Chris Brown, Tim Burger, and Mary O’Toole — none with CES® on that page. FEA membership is not asserted there.

Sources

Homepage — Edmund & Wheeler2026-09-07
Services and Fees — Edmund & Wheeler2026-09-07
Types of 1031 Exchanges — Edmund & Wheeler2026-09-07
Our Team — Edmund & Wheeler2026-09-07

Share a factual note

Prewritten LinkedIn text. No hype. No affiliate link.

Edmund & Wheeler, Inc. (Edmund & Wheeler) has a custody file on The QI File — published facts only. No star rating. No paid placement.

FEA: FEA unknown. Funds: Segregated. Dual-sign: Dual-signature.

Unknown on that file means unpublished, not a grade.

https://www.theqifile.com/firms/edmund-wheeler/

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Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.