Riversedge Advisors, LLC
● SEC registered since 2018CRD 298390SEC# 801-113978Wilmington, DE
Reg. AUM
$928.4M
Employees
20
Accounts
1,515
Location
Wilmington, DE
Riversedge Advisors, LLC assets under management
Riversedge Advisors, LLC operates as an SEC-registered investment adviser based in Wilmington, DE. The firm has been registered since 2018. It reports $928.4 million in regulatory assets under management and employs 20 people.
Riversedge Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Jason Carney Control | Partner & Founder | 25-50% | 2018 |
| Jarrett Franklin Morris Control | Partner & Founder And Cco | 25-50% | 2018 |
| Timothy John Mihok Control | Chief Executive Officer | 10-25% | 2022 |
Frequently asked questions
How much does Riversedge Advisors, LLC manage?
Riversedge Advisors, LLC reports $928.4 million in regulatory assets under management on its Form ADV.
How many employees does Riversedge Advisors, LLC have?
Riversedge Advisors, LLC reports 20 employees.
Where is Riversedge Advisors, LLC located?
Riversedge Advisors, LLC is based in Wilmington, DE and has been SEC-registered since 2018.
Does Riversedge Advisors, LLC disclose fund performance?
Riversedge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 N King St, Suite 200, Wilmington, DE 19801 |
| Phone | 302-573-6864 |
| Fax | (302) 261-0220 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$928.4M▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$928.4Mregulatory AUM
Discretionary $924.4MNon-discretionary $4M