E & R Wealth Management, LLC
● SEC registered since 2026CRD 171271SEC# 801-135591Mount Pleasant, SC
Reg. AUM
$104.8M
Employees
3
Accounts
292
Location
Mount Pleasant, SC
E & R Wealth Management, LLC assets under management
E & R Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Mount Pleasant, SC. The firm has been registered since 2026. It reports $104.8 million in regulatory assets under management and employs 3 people.
E & R Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Bean Runey Control | Managing Member, Chief Compliance Officer, Ceo, Founder | 25-50% | 2014 |
| Linda C.e. Runey Control | Member/Chief Operating Officer | 25-50% | 2025 |
| Tyler Peterson | Member/Financial Advisor | 10-25% | 2025 |
Frequently asked questions
How much does E & R Wealth Management, LLC manage?
E & R Wealth Management, LLC reports $104.8 million in regulatory assets under management on its Form ADV.
How many employees does E & R Wealth Management, LLC have?
E & R Wealth Management, LLC reports 3 employees.
Where is E & R Wealth Management, LLC located?
E & R Wealth Management, LLC is based in Mount Pleasant, SC and has been SEC-registered since 2026.
Does E & R Wealth Management, LLC disclose fund performance?
E & R Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 761 Coleman Blvd., Suite E, Mount Pleasant, SC 29464 |
| Phone | (843) 654-1211 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$104.8MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$104.8Mregulatory AUM
Discretionary $104.8M