Riverbend Wealth Management, LLC

RIASEC Registered
Total AUM
$281M
Discretionary
$281M
100% of AUM
Avg account
$495K
Accounts
568
Employees
8
Advisory reps
4

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, owner-operated advisory firm organized as an LLC. The firm is SEC registered (registered in 2024) and positions itself as a capital allocator that both manages portfolios directly and selects third‑party managers on behalf of clients. Its client base spans individual and family clients as well as institutional and business accounts. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Riverbend offers multiple fee arrangements (percentage of AUM, hourly, fixed fees and other structures) and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 32%, Cash & Cash Equivalents 7%, State & Local Bonds 5%, Investment Grade Corp Bonds 4%, US Government Bonds 2%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents7%
  • State & Local Bonds5%
  • Investment Grade Corp Bonds4%

Contacts

3 of 4
  • Daniel Johnson

    Daniel Johnson

    Investment Adviser RepresentativeCRD 2206195

  • Jeremy Finger

    Jeremy Finger

    FounderCRD 2945379

  • Paul Saunders

    Paul Saunders

    Financial AdvisorCRD 7503007

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 85

Active vs passive

$124M in ETFs

Passive

74%

$91.4M

Active

21%

$32.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$11.8M15,4729.59%
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Location

Primary office

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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