Runey & Associates Wealth Management
Runey & Associates Wealth Management is an SEC-registered mass-market adviser in Mount Pleasant, SC with $104.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Runey & Associates Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171271, SEC 801-135591, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $104.8M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Mount Pleasant, SC
- Employees
- 3
- Clients
- 165
- CRD
- 171271
- Ownership
- Runey, Linda, C.E.; Peterson, Tyler; RUNEY, JAMES, BEAN
How much AUM does Runey & Associates Wealth Management have?
Runey & Associates Wealth Management reported $104.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Runey & Associates Wealth Management?
Disclosed owners and executives of Runey & Associates Wealth Management include Runey, Linda, C.E., Peterson, Tyler, RUNEY, JAMES, BEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.