MOUNT PLEASANT, SCCRD 171271Latest ADV March 30, 2026
Runey & Associates Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Pleasant, SC. Its latest Form ADV filing, dated March 30, 2026, reports $105M in regulatory assets under management, 3 employees, and 292 accounts.
Assets Under Management
$105M
Employees
3
Offices
--
Total Clients
165
Primary office
MOUNT PLEASANT, SC
761 COLEMAN BLVD., SUITE E, MOUNT PLEASANT, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.4% of total clients.
Top client categories% of clientsClients
1
HNWI
56.4%
93
2
Individuals
43.6%
72
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105Mas of March 30, 2026
Discretionary100.0%
$105M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$105M
Total Accounts292
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee55:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.