Riverbend Wealth Management, LLC
Riverbend Wealth Management, LLC is an SEC-registered wealth manager in Myrtle Beach, SC with $281.0M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Riverbend Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 302031, SEC 801-131306, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $281.0M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Myrtle Beach, SC
- Employees
- 8
- Clients
- 187
- CRD
- 302031
- Ownership
- FINGER, JEREMY, MORRIS
How much AUM does Riverbend Wealth Management, LLC have?
Riverbend Wealth Management, LLC reported $281.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Riverbend Wealth Management, LLC?
Disclosed owners and executives of Riverbend Wealth Management, LLC include FINGER, JEREMY, MORRIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.