RIVERBEND WEALTH MANAGEMENT, LLC
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
FINTRXOverview
Riverbend Wealth Management, LLC is an independent, SEC-registered RIA that acts as a capital allocator for both individual/family and institutional clients. The firm, organized as an LLC and owned by an individual, provides fee-based financial planning and portfolio management across retail and institutional relationships and also performs manager selection for externally managed strategies. Its fee arrangements are flexible (AUM-based, hourly, fixed and other fee types). Riverbend does not identify as an ESG-focused investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities32%
- Cash & Cash Equivalents7%
- State & Local Bonds5%
- Investment Grade Corp Bonds4%
Contacts
3 of 4JEREMY FINGER
FounderCRD 2945379
DANIEL JOHNSON
Investment Adviser RepresentativeCRD 2206195
Paul Saunders
Financial AdvisorCRD 7503007
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$89.7M in ETFs
74%
$66.2M
22%
$23.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $8.2M | 12,533 | 9.13% |
Location
MYRTLE BEACH, SC
HORRY
Location
MYRTLE BEACH, SC
Headquartered in MYRTLE BEACH, SC, anchoring the Myrtle Beach-Conway, SC-NC metro in the South.
- Metro area
- Myrtle Beach-Conway, SC-NC
- Region
- South
- County
- HORRY
- Address
- 1341 44th Ave N
- Time zone
- ET (UTC-5)
- Office locations
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