RIVERBEND WEALTH MANAGEMENT, LLC

CRD 302031File 801-131306

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$281.0M

Below cohort median (national)

Discretionary AUM

$281.0M

Clients

187

568 accounts

Employees

Below cohort median in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Oct 22, 2024
Principal office: 1341 44TH AVENUE NORTH, SUITE 102, MYRTLE BEACH, SC, 29577
Phone: (843) 970-1049
Website: https://x.com/jeremy_finger

Assets & accounts

ADV Item 5F

Total regulatory AUM: $281.0M
Discretionary AUM: $281.0M
Non-discretionary AUM: $0
Discretionary accounts: 568
Non-discretionary accounts: 0
Total accounts: 568
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$14.7M
Charitable organizations	1	$440K
High net worth individuals	71	$220.5M
Individuals (other than high net worth individuals)	110	$45.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — THIRD-PARTY INVESTMENT ADVISER REFERRAL FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.