Linda Runey is a control person of E & R Wealth Management and directly owns between 25% and 50% of it. Linda Runey holds a BS in Finance from the University of Utah and an MBA from Moore School of Business, University of South Carolina.
E & R Wealth Management is an investment adviser based in Mount Pleasant, SC, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $105 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
Linda Runey is Chief Operating Officer of Runey & Associates Wealth Management. Before joining the firm, she served as Chief Financial Officer for Sivantos.
- CRD
- 8180664
- Firm
- E & R Wealth Management · CRD 171271
- Role
- Member/Chief Operating Officer
- In role since
- October 2025 · 1 year
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Mount Pleasant, SC
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- raawealth.com
Where does Linda Runey work?
Linda Runey has been Member/Chief Operating Officer of E & R Wealth Management, LLC since October 2025, and is a control person of the firm.
How can I verify Linda Runey’s record?
Linda Runey’s role is listed on E & R Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 171271.