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| Riverbend Wealth Management LLC
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|---|---|
| CRD # | 302031 |
| SEC # | 801-131306 |
| CIK # | 0002055570 |
| AUM | 281.0 M (2026-03-11) |
| Employees | 8 (38% 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055570 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.0 | ||
| Nvidia Corp | 4.6 | ||
| Microsoft Corp | 3.6 | ||
| Broadcom Inc | 3.2 | ||
| Alphabet Inc | 3.1 | ||
| Amazon Com Inc | 3.0 | ||
| Merck & Co Inc | 2.2 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Lilly Eli & Co | 2.1 | ||
| Wal Mart Stores Inc | 1.7 | ||
| Facebook Inc | 1.6 | ||
| Citigroup Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 45.3 |
| (b) Individuals (high net worth individuals) | 71 | 220.5 |
| (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 | 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 | 14.7 |
| (n) Other | 0 | 0.0 |
| Total | 568 | 281.0 |
| By Discretionary | ||
| Discretionary | 568 | 281.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 568 | 281.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.0 | |
| Total | 568 | 281.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055570] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Worth Financial Advisory Group LLC
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