Riverbend Wealth Management, LLC

RIASEC RegisteredEst. 2024

Total AUM

$281M

Discretionary

$281M

100% of AUM

Avg account

$495K

Accounts

568

Employees

Advisory reps

Firm details

Headquarters: Myrtle Beach, South Carolina
CRD number: 302031
Registered since: October 22, 2024
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI78.47%
Individuals16.14%
Corporations / Businesses5.24%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Riverbend Wealth Management, LLC is an independent, SEC-registered registered investment adviser that operates as a limited liability company. The firm is SEC-registered in 2024 and is owned by an individual. It serves both individual and family clients as well as institutional clients and describes itself as a capital allocator that can select outside managers. Advisory services emphasize comprehensive planning and discretionary portfolio management for individuals, small businesses, and institutions, along with selection of other advisers. Its fee arrangements are flexible and include percentage-of-AUM fees, hourly charges, fixed fees and other fee structures. Riverbend does not position itself as an active ESG investor and is not registered as a multi-state adviser.