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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Riverbend Wealth Management LLC
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|---|---|
| CRD # | 302031 |
| SEC # | 801-131306 |
| CIK # | 0002055570 |
| AUM | $233.0 M (2025-07-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 843-970-1049 |
| Address | 1341 44th Avenue North Myrtle Beach, SC 29577 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.7 | ||
| Microsoft Corp | 4.0 | ||
| Nvidia Corp | 3.5 | ||
| Broadcom Inc | 3.2 | ||
| Amazon Com Inc | 2.7 | ||
| Alphabet Inc | 2.2 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Facebook Inc | 2.0 | ||
| Netflix Inc | 1.6 | ||
| American Express Co | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 43.4 |
| (b) Individuals (high net worth individuals) | 56 | 178.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 11.0 |
| (n) Other | 0 | 0.0 |
| Total | 516 | 233.0 |
| By Discretionary | ||
| Discretionary | 516 | 233.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 516 | 233.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.0 | |
| Total | 516 | 233.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055570] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Charleston Financial Advisors LLC
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|
SC | 0.2 |
|
Bullock Wealth Management Group Inc
✚
|
IN | 0.2 |
|
CW O'Conner Wealth Advisors Inc
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|
GA | 0.2 |
|
Capstone Wealth Management Group LLC
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|
OR | 0.2 |
|
Worth Financial Advisory Group LLC
✚
|
NC | 0.2 |
|
Cushing Capital Partners LLC
✚
|
WI | 0.2 |
|
Sorenson Impact Advisory LLC
✚
|
UT | 0.2 |
|
Mission Financial Group LLC
✚
|
NV | 0.2 |
|
Carbon Collective Investing LLC
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|
CA | 0.2 |
|
Flatrock Wealth Partners LLC
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|
CA | 0.2 |