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B Riley Wealth Portfolio Advisers LLC
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CRD # | 314171 |
SEC # | 801-121341 |
CIK # | |
AUM | $186.1 MM (2024-03-28) |
Employees | 11 (9% Investors, 73% Brokers) |
Phone | 901-251-1330 |
Address | 40 South Main Memphis, TN 38103 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 441 | 53.2 |
(b) Individuals (high net worth individuals) | 13 | 10.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 54 | 7.6 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 7 | 106.4 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 20 | 8.7 |
(n) Other | 0 | 0.0 |
Total | 535 | 186.1 |
By Discretionary | ||
Discretionary | 535 | 186.1 |
Non-Discretionary | 0 | 0.0 |
Total | 535 | 186.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 186.1 | |
Total | 535 | 186.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Premier Estate Planners LLC
✚
|
MI | 0.2 |
Burkholder & Associates LLC
✚
|
MD | 0.2 |
Centerpoint Advisory Group LLC
✚
|
KS | 0.2 |
Robbins Farley LLC
✚
|
NH | 0.2 |
Cmbidwell & Associates Ltd
✚
|
HI | 0.2 |
The RUDD Company LLC
✚
|
TX | 0.2 |
DWD Portfolio Solutions Inc
✚
|
PA | 0.2 |
BG Investment Services Inc
✚
|
0.2 | |
Financial Guidance Group Inc
✚
|
FL | 0.2 |
Copperleaf Capital LLC
✚
|
NC | 0.2 |