|
⚲
|
| River's Edge Wealth Management LLC
✚
| |
|---|---|
| CRD # | 313711 |
| SEC # | 801-130663 |
| CIK # | |
| AUM | $102.3 MM (2024-07-12) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 412-526-8939 |
| Address | 525 3rd Street Beaver, PA 15009 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 52.9 |
| (b) Individuals (high net worth individuals) | 39 | 46.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 2.9 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 780 | 102.3 |
| By Discretionary | ||
| Discretionary | 777 | 100.0 |
| Non-Discretionary | 3 | 2.3 |
| Total | 780 | 102.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.3 | |
| Total | 780 | 102.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gatepass Capital LLC
✚
|
OH | 0.1 |
|
Stone Wealth Partners LLC
✚
|
LA | 0.1 |
|
Hoya Capital Real Estate LLC
✚
|
CT | 0.1 |
|
Harger and Company Inc
✚
|
LA | 0.1 |
|
Strategic Portfolio Solutions LLC
✚
|
TX | 0.1 |
|
Infinium Investment Advisors LLC
✚
|
CO | 0.1 |
|
Global Strategic Management Inc
✚
|
PR | 0.1 |
|
Strategic Wealth Advisors Group Inc
✚
|
MI | 0.1 |
|
Shankland Financial Advisors LLC
✚
|
NC | 0.1 |
|
Wealthmark LLC
✚
|
WA | 0.1 |