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RUNEY & ASSOCIATES WEALTH MANAGEMENT

E & R WEALTH MANAGEMENT, LLC

CRD 171271 · SEC 801-135591

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761 COLEMAN BLVD., SUITE E, MOUNT PLEASANT, SC, 29464, United States

Phone

(843) 654-1211

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$104.8M

Discretionary AUM

$104.8M

Team

3 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals72$16.3M
High net worth individuals93$88.5M

States served

SC, NH

All web addresses on file

Official SEC filing: View on IAPD