Riverbend Wealth Management, LLC
● SEC registered since 2024CRD 302031SEC# 801-131306Myrtle Beach, SC
Reg. AUM
$281M
Employees
8
Accounts
568
Location
Myrtle Beach, SC
Riverbend Wealth Management, LLC assets under management
Riverbend Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Myrtle Beach, SC. The firm has been registered since 2024. It reports $281 million in regulatory assets under management and employs 8 people.
Riverbend Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Morris Finger Control | Managing Member/Ceo/Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Riverbend Wealth Management, LLC manage?
Riverbend Wealth Management, LLC reports $281 million in regulatory assets under management on its Form ADV.
How many employees does Riverbend Wealth Management, LLC have?
Riverbend Wealth Management, LLC reports 8 employees.
Where is Riverbend Wealth Management, LLC located?
Riverbend Wealth Management, LLC is based in Myrtle Beach, SC and has been SEC-registered since 2024.
Does Riverbend Wealth Management, LLC disclose fund performance?
Riverbend 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 | 1341 44th Avenue North, Suite 102, Myrtle Beach, SC 29577 |
| Phone | (843) 970-1049 |
| Office hours | 8:30 a.m. To 4:30 p.m. Est |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$281M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$281Mregulatory AUM
Discretionary $281M