River's Edge Wealth Management LLC
● SEC registered since 2024CRD 313711SEC# 801-130663Beaver, PA
Reg. AUM
$157.1M
Employees
5
Accounts
961
Location
Beaver, PA
River's Edge Wealth Management LLC assets under management
River's Edge Wealth Management LLC is a registered investment adviser overseen by the SEC based in Beaver, PA. The firm has been registered since 2024. It reports $157.1 million in regulatory assets under management and employs 5 people.
River's Edge Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jake Gilchrist McCracken Control | Ceo & Managing Member | Over 75% | 2021 |
| Trevor M York Control | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does River's Edge Wealth Management LLC manage?
River's Edge Wealth Management LLC reports $157.1 million in regulatory assets under management on its Form ADV.
How many employees does River's Edge Wealth Management LLC have?
River's Edge Wealth Management LLC reports 5 employees.
Where is River's Edge Wealth Management LLC located?
River's Edge Wealth Management LLC is based in Beaver, PA and has been SEC-registered since 2024.
Does River's Edge Wealth Management LLC disclose fund performance?
River's Edge 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 | 525 3rd Street, Suite 200, Beaver, PA 15009 |
| Phone | 412-526-8939 |
| Fax | 412-774-2353 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$157.1M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$157.1Mregulatory AUM
Discretionary $152.2MNon-discretionary $4.9M