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Building 2RIVERBEND WEALTH MANAGEMENT, LLC

Map pinMYRTLE BEACH, SC
Phone(843) 970-1049
NotebookSEC #801-131306
Total AUM
$281M
Employees
8
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1341 44TH AVENUE NORTH
SUITE 102
MYRTLE BEACH
SC 29577
United States
Operating Hours
8:30 AM TO 4:30 PM EST
Monday - Friday
Phone
(843) 970-1049

ReceiptFinancials

Total AUM
$281M
Accounts
568
Discretionary
$281M
Accounts
568
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
110
AUM
$45.3M
HNW Individual Clients
71
AUM
$220.5M
Charitable Organization Clients
1
AUM
$439.7K
Corporation or Business Clients
5
AUM
$14.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD-PARTY INVESTMENT ADVISER REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGANCSCVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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