Adviser Profile
| As of Date | 01/02/2022 |
| Registration status | Registration Changed to RIVER'S EDGE WEALTH MANAGEMENT LLC |
| ADV Location | BEAVER, PA, United States |
| Contact Info | 412 xxxxxxx |
| Websites |
| AUM* | 57,520,446 |
| of that, discretionary | 57,520,446 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 123,434 |
| % High Net Worth | 10.40% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
58M
49M
41M
33M
25M
16M
8M
2021
2022
Private Funds
No private funds