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B. RILEY WEALTH PRIVATE SHARES
B. RILEY WEALTH PRIVATE SHARES, LLC
CRD 315851 · SEC 801-122228
40 S. MAIN ST., SUITE 1600, MEMPHIS, TN, 38103, United States
Phone
901-251-1330
Fax
901-251-1352
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$47.6M
Discretionary AUM
$47.6M
Team
8 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $47.6M |
States served
CA, DE, NJ, NY, TN, TX, FL
Official SEC filing: View on IAPD