Adviser Profile
| As of Date | 07/28/2024 |
| Registration status | Registration Changed to RIVER'S EDGE WEALTH MANAGEMENT LLC |
| ADV Location | BEAVER, PA, United States |
| Contact Info | 412 xxxxxxx |
| Websites |
| AUM* | 102,302,391 0% |
| of that, discretionary | 100,023,676 0% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 131,157 -3% |
| % High Net Worth | 20.42% -6% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds