MYRTLE BEACH, SCCRD 302031Latest ADV March 11, 2026
Riverbend Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Myrtle Beach, SC. Its latest Form ADV filing, dated March 11, 2026, reports $281M in regulatory assets under management, 8 employees, and 568 accounts.
Assets Under Management
$281M
Employees
8
Offices
--
Total Clients
187
Primary office
MYRTLE BEACH, SC
1341 44TH AVENUE NORTH, SUITE 102, MYRTLE BEACH, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.8% of total clients.
Top client categories% of clientsClients
1
Individuals
58.8%
110
2
HNWI
38.0%
71
3
Corporations
2.7%
5
4
Charitable
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$281Mas of March 11, 2026
Discretionary100.0%
$281M
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$281M
Total Accounts568
10Y AUM Change+$281M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee23:1
10Y Employee Change+3 (+60.0%)
* 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.