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RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031 · SEC 801-131306
1341 44TH AVENUE NORTH, SUITE 102, MYRTLE BEACH, SC, 29577, United States
Phone
(843) 970-1049
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$281.0M
Discretionary AUM
$281.0M
Team
8 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD-PARTY INVESTMENT ADVISER REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $45.3M |
| High net worth individuals | 71 | $220.5M |
| Charitable organizations | 1 | $440K |
| Corporations/business entities | 5 | $14.7M |
States served
AL, GA, NC, SC, VA, FL
All web addresses on file
- https://x.com/jeremy_finger
- https://www.instagram.com/riverbendwealthmanagement/
- https://www.linkedin.com/company/riverbend-wealth-management/about/
- https://www.linkedin.com/in/jeremy-finger-cfp%C2%AE-cima%C2%AE-cepa%C2%AE-400b9926/
- https://www.youtube.com/channel/UCctC9AoIMyRmXylrC9fyIDA
- https://riverbendwealthmanagement.com/
- https://www.facebook.com/riverbendwealthmanagement
- https://retirehappy.libsyn.com/
- https://www.youtube.com/channel/UCRdrF1BetxOXKNIkHBWjUlA
Official SEC filing: View on IAPD