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Riverbend Wealth Management, LLC

● SEC registered since 2024CRD 302031SEC# 801-131306Myrtle Beach, SC
Export (members)
Reg. AUM
$233M
Employees
6
Accounts
516
Location
Myrtle Beach, SC

Riverbend Wealth Management, LLC assets under management

Riverbend Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Myrtle Beach, SC. The firm has been registered since 2024. It reports $233 million in regulatory assets under management and employs 6 people.
x.com/jeremy_fingerView on SEC.gov ↗

Riverbend Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeremy Morris Finger ControlManaging Member/Ceo/Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Riverbend Wealth Management, LLC manage?

Riverbend Wealth Management, LLC reports $233 million in regulatory assets under management on its Form ADV.

How many employees does Riverbend Wealth Management, LLC have?

Riverbend Wealth Management, LLC reports 6 employees.

Where is Riverbend Wealth Management, LLC located?

Riverbend Wealth Management, LLC is based in Myrtle Beach, SC and has been SEC-registered since 2024.

Does Riverbend Wealth Management, LLC disclose fund performance?

Riverbend Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1341 44th Avenue North, Suite 102, Myrtle Beach, SC 29577
Phone(843) 970-1049
Office hours8:30 a.m. To 4:30 p.m. Est
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$233M
Non-discretionary$0
Total (RAUM)$233M