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| Keyboard |
| River's Edge Wealth Management LLC
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|---|---|
| CRD # | 313711 |
| SEC # | 801-130663 |
| CIK # | 0002109861 |
| AUM | 157.1 M (2026-04-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 412-526-8939 |
| Address | 525 3rd Street Beaver, PA 15009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 66.5 |
| (b) Individuals (high net worth individuals) | 56 | 84.6 |
| (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 | 7 | 4.9 |
| (h) Charitable organizations | 11 | 0.7 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 961 | 157.1 |
| By Discretionary | ||
| Discretionary | 954 | 152.2 |
| Non-Discretionary | 7 | 4.9 |
| Total | 961 | 157.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.1 | |
| Total | 961 | 157.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109861] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
RS Petrell & Associates LLC
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NY | 159.1 M |
|
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Water Valley Investment Advisors Inc
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Collective Wealth Advisors LLC
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TX | 157.0 M |
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Irvine Wealth Planning Strategies LLC
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NY | 157.0 M |
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Englebert Financial Advisers LLC
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PA | 156.6 M |
|
Pinnacle Asset Management Group Corporation Inc
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|
Kaizen Retirement Plan Advisors LLC
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155.9 M | |
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Ethos Capital Management Inc
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PA | 155.4 M |