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B. RILEY WEALTH PRIVATE SHARES
Legal name: B. RILEY WEALTH PRIVATE SHARES, LLC
CRD 315851File 801-122228
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$47.6M
Bottom 25% of cohort (national)
Discretionary AUM
$47.6M
Clients
8
8 accounts
Employees
8
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 2, 2021
- Principal office
- 40 S. MAIN ST., SUITE 1600, MEMPHIS, TN, 38103
- Phone
- 901-251-1330
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $47.6M
- Discretionary AUM
- $47.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $6.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $47.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D5
- Q11E2
- Q11E4
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.