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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| River's Edge Wealth Management LLC
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|---|---|
| CRD # | 313711 |
| SEC # | 801-130663 |
| CIK # | |
| AUM | $122.7 M (2025-06-23) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 412-526-8939 |
| Address | 525 3rd Street Beaver, PA 15009 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 54.6 |
| (b) Individuals (high net worth individuals) | 50 | 64.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 3.2 |
| (h) Charitable organizations | 5 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 871 | 122.7 |
| By Discretionary | ||
| Discretionary | 867 | 119.6 |
| Non-Discretionary | 4 | 3.1 |
| Total | 871 | 122.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.7 | |
| Total | 871 | 122.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Righthand Capital LLC
✚
|
MA | 0.1 |
|
Shankland Financial Advisors LLC
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NC | 0.1 |
|
Harger and Company Inc
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LA | 0.1 |
|
Bosman Wealth Management LLC
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|
CA | 0.1 |
|
Walsky Investment Management Inc
✚
|
PA | 0.1 |
|
Summit Financial Consulting LLC
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|
MI | 0.1 |
|
Sherman Wealth Management LLC
✚
|
MD | 0.1 |
|
Pinnacle Wealth Management Partners Inc
✚
|
MI | 0.1 |
|
Conscious Capital Wealth Management LLC
✚
|
FL | 0.1 |
|
TKC Wealth Management LLC
✚
|
TX | 0.1 |