RIVERBEND WEALTH MANAGEMENT, LLC
CRD #302031 SEC #801-131306 MYRTLE BEACH, SC (843) 970-1049
SEC Registered
Total AUM
$233M
Discretionary
$233M
Employees
6
Clients
10
Accounts
516
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FINGER, JEREMY, MORRIS | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FINGER, JEREMY, MORRIS | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FINGER, JEREMY, MORRIS | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| FINGER, JEREMY, MORRIS | I | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 28, 2025 REGISTERED
Notice Filings (6)
AL FL GA NC SC VA
Address
1341 44TH AVENUE NORTHSUITE 102
MYRTLE BEACH, SC 29577
United States
Phone: (843) 970-1049