| Name | Title | Ownership | Since |
|---|---|---|---|
| James Bean Runey Control | Managing Member, Chief Compliance Officer, Ceo, Founder | 25-50% | 2014 |
| Linda C.e. Runey Control | Member/Chief Operating Officer | 25-50% | 2025 |
| Tyler Peterson | Member/Financial Advisor | 10-25% | 2025 |
E & R Wealth Management, LLC reports $104.8 million in regulatory assets under management on its Form ADV.
E & R Wealth Management, LLC reports 3 employees.
E & R Wealth Management, LLC is based in Mount Pleasant, SC and has been SEC-registered since 2026.
E & R Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 761 Coleman Blvd., Suite E, Mount Pleasant, SC 29464 |
| Phone | (843) 654-1211 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $104.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $104.8M |