B. RILEY WEALTH PRIVATE SHARES, LLC
Legal name: B. RILEY WEALTH PRIVATE SHARES
CRD #315851 SEC #801-122228 MEMPHIS, TN 901-251-1330
SEC Registered Private Funds
Total AUM
$41.4M
Discretionary
$41.4M
Employees
12
Clients
0
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $41.4M | $41.4M | $0 | 12 | 0 |
| May 2025 | $41.4M | $41.4M | $0 | 12 | 0 |
| Mar 2025 | $40.8M | $40.8M | $0 | 12 | 0 |
| May 2024 | $297.4M | $297.4M | $0 | 13 | 0 |
| Mar 2024 | $297.4M | $297.4M | $0 | 13 | 0 |
| Mar 2023 | $31M | $31M | $0 | 17 | 0 |
| Mar 2023 | $713.1M | $713.1M | $0 | 16 | 0 |
| Apr 2022 | $713.1M | $713.1M | $0 | 16 | 0 |
| Nov 2021 | $499.2M | $499.2M | $0 | 16 | 0 |
| Aug 2021 | $499.2M | $499.2M | $0 | 16 | 0 |
| Aug 2021 | $499.2M | $499.2M | $0 | 16 | 0 |
DateJun 2025
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees12
Clients0
DateMay 2025
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$40.8M
Discretionary$40.8M
Non-Disc.$0
Employees12
Clients0
DateMay 2024
Total AUM$297.4M
Discretionary$297.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$297.4M
Discretionary$297.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$713.1M
Discretionary$713.1M
Non-Disc.$0
Employees16
Clients0
DateApr 2022
Total AUM$713.1M
Discretionary$713.1M
Non-Disc.$0
Employees16
Clients0
DateNov 2021
Total AUM$499.2M
Discretionary$499.2M
Non-Disc.$0
Employees16
Clients0
DateAug 2021
Total AUM$499.2M
Discretionary$499.2M
Non-Disc.$0
Employees16
Clients0
DateAug 2021
Total AUM$499.2M
Discretionary$499.2M
Non-Disc.$0
Employees16
Clients0