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River's Edge Wealth Management LLC

● SEC registered since 2024CRD 313711SEC# 801-130663Beaver, PA
Export (members)
Reg. AUM
$122.7M
Employees
5
Accounts
871
Location
Beaver, PA

River's Edge Wealth Management LLC assets under management

River's Edge Wealth Management LLC is a registered investment adviser overseen by the SEC based in Beaver, PA. The firm has been registered since 2024. It reports $122.7 million in regulatory assets under management and employs 5 people.

River's Edge Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Jake Gilchrist McCracken ControlCeo & Managing MemberOver 75%2021
Trevor M York ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does River's Edge Wealth Management LLC manage?

River's Edge Wealth Management LLC reports $122.7 million in regulatory assets under management on its Form ADV.

How many employees does River's Edge Wealth Management LLC have?

River's Edge Wealth Management LLC reports 5 employees.

Where is River's Edge Wealth Management LLC located?

River's Edge Wealth Management LLC is based in Beaver, PA and has been SEC-registered since 2024.

Does River's Edge Wealth Management LLC disclose fund performance?

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

Contact & registration

Address525 3rd Street, Suite 200, Beaver, PA 15009
Phone412-526-8939
Fax412-774-2353
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$119.6M
Non-discretionary$3.1M
Total (RAUM)$122.7M