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RIVER'S EDGE

Legal name: RIVER'S EDGE WEALTH MANAGEMENT LLC

CRD 313711File 801-130663
APPROVED
Retail clients
Custody
Filing as of Apr 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$157.1M
Bottom 25% of cohort (national)
Discretionary AUM
$152.2M
Non-discretionary $4.9M
Clients
236
961 accounts
Employees
5
Bottom 25% of cohort in PA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Jul 26, 2024
Principal office
525 3RD STREET, SUITE 200, BEAVER, PA, 15009
Phone
412-526-8939

Assets & accounts

ADV Item 5F
Total regulatory AUM
$157.1M
Discretionary AUM
$152.2M
Non-discretionary AUM
$4.9M
Discretionary accounts
954
Non-discretionary accounts
7
Total accounts
961
AUM per client
$666K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$467K
Charitable organizations11$670K
High net worth individuals56$84.6M
Pension and profit sharing plans7$4.9M
Individuals (other than high net worth individuals)161$66.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.