B Riley Wealth Management Inc

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Assets, Funds, Holdings

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B Riley Wealth Management Inc
CRD #2543
SEC #801-67275
CIK #0001599892, 0000739337
AUM
Employees 250 (83% Investors, 87% Brokers)
Phone901-251-1330
Address40 S Main St
Memphis, TN 38103
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
5.04.03.02.01.00.02006201220182024
Sector Form 13F Holdings Value ($B)
Babcock & Wilcox Enterprises Inc 0.2
Apple Inc 0.1
B Riley Principal Merger Corp 0.1
Integrated Surgical Systems Inc 0.0
Doubledown Interactive Co Ltd 0.0
Microsoft Corp 0.0
Amazon Com Inc 0.0
Lazydays Holdings Inc 0.0
Enterprise Products Partners L P 0.0
SPDR Gold Trust 0.0
View All
Holdings by Sector ($B)
3.02.41.81.20.60.02014201820222026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 8,434 2.0
(b) Individuals (high net worth individuals) 909 1.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 129 0.1
(h) Charitable organizations 37 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.1
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 109 0.1
(n) Other 0 0.0
Total 9,621 4.1
By Discretionary
Discretionary 7,743 3.2
Non-Discretionary 1,878 0.9
Total 9,621 4.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.1
Total 9,621 4.1
Limited Partners2011 - 2025
Kansas Public Employees Retirement System
Maryland State Retirement and Pension System
Minnesota State Board of Investment
New York City Board of Education Retirement System
New York City Employees' Retirement System
New York State and Local Retirement System
Ohio Police & Firefighters
Pennsylvania Public School Employees' Retirement System
EDGAR Form CIK 2011 - 2025
13F-HR [0001599892]
13F-NT [0001599892]
Related Firms State AUM ($B)
B Riley Wealth Management Inc
TN 0.0
Wunderlich Capital Management LLC
TN 0.0
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