B Riley Wealth Portfolio Advisers LLC

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Assets, Funds, Holdings

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B Riley Wealth Portfolio Advisers LLC
CRD #314171
SEC #801-121341
CIK #
AUM $186.1 MM (2024-03-28)
Employees 11 (9% Investors, 73% Brokers)
Phone901-251-1330
Address40 South Main
Memphis, TN 38103
Source [IAPD]
Total AUM ($MM)
2502001501005002009201420192025
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
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