E & R Wealth Management provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
E & R Wealth Management reports 165 clients. They include 93 high-net-worth individuals and 72 individual clients. Of its assets, 100.0% ($105M across 292 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 16% |
| High-net-worth individuals | 56% | 84% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 72 | $16.3M | 15.5% | $226K |
| High-net-worth individuals | 93 | $88.5M | 84.5% | $952K |
| Total | 165 | $105M | 100% | $635K |
- Clients
- 72
- Regulatory AUM
- $16.3M
- AUM share
- 15.5%
- Avg. per client
- $226K
- Clients
- 93
- Regulatory AUM
- $88.5M
- AUM share
- 84.5%
- Avg. per client
- $952K
Total
- Clients
- 165
- Regulatory AUM
- $105M
- AUM share
- 100%
- Avg. per client
- $635K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
E & R Wealth Management charges 0.50%–1.25% a year for its Premier. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Educational Workshops and Seminars
- Retirement planning workshop attendance is usually a nominal fee below $50; for small business 401(k) plan participants the fee is negotiated case by case, generally as a percentage of plan assets.
James Runey owns 25% to 50% of E & R Wealth Management. The leadership team of E & R Wealth Management includes Chief Operating Officer Linda Runey and Chief Compliance Officer James Runey. It has 3 employees, 2 of them in advisory roles.
Leadership
Linda RuneyMember/Chief Operating Officer- James RuneyManaging Member, Chief Compliance Officer, CEO, Founder
- Tyler PetersonMember/Financial Advisor
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 25% to 50% of E & R Wealth Management, LLC
James Runey
Control person · since March 2014
- Owns 25% to 50% of E & R Wealth Management, LLC
Linda Runey
Control person · since October 2025
- Owns 10% to 25% of E & R Wealth Management, LLC
Tyler Peterson
since October 2025
Besides its headquarters, E & R Wealth Management has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 761 Coleman BLVD., Suite E, Mount PleasantHQ
Other business names
E & R Wealth Management has reported 1 other business name to the SEC.
- Runey & Associates Wealth Management
Contact and registration details
- Legal name
- E & R Wealth Management, LLC
- Headquarters
- 761 Coleman BLVD., Suite E, Mount Pleasant, SC 29464
- Website
- raawealth.com
- Phone
- 843-654-1211
- SEC file
- 801-135591
- Structure
- South Carolina LLC
- Fiscal year end
- December
E & R Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($104M). E & R Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $104M100%
At year end, E & R Wealth Management’s separately managed accounts were mostly in stocks (90%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $118M across 12 positions; the largest are Vanguard Index Fds (23.9%), Vanguard Index Fds (20.5%) and Vanguard Scottsdale Fds (15.7%).
What the accounts hold
- Stocks90%
- Cash10%
Reported 13F holdings
- $118M
- Reported 13F value
- 12
- Positions
- 99.6%
- In the 10 largest
- +17.4%
- Value vs. prior quarter
- Vanguard Index Fds · Value ETF23.9%
- Vanguard Index Fds · SM CP Val ETF20.5%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD15.7%
- Vanguard Scottsdale Fds · Short Term Treas15.6%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt10.3%
- Vanguard Intl Equity Index F · FTSE Smcap ETF6.6%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF3.4%
- Vanguard Index Fds · Real Estate ETF3.1%
- Berkshire Hathaway Inc. Del · CL B New0.3%
- Apple Inc.0.3%
Together, the ten largest are 99.6% of reported value.
How many clients does E & R Wealth Management have?
E & R Wealth Management has 165 clients and manages $105 million for them, as of March 2026. They include 93 high-net-worth individuals and 72 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does E & R Wealth Management offer?
E & R Wealth Management provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does E & R Wealth Management charge?
E & R Wealth Management charges 0.50%–1.25% a year for its Premier. The fee is billed in advance and is negotiable.
Source: RUNEY & ASSOCIATES WEALTH MANAGEMENT, filed 17 February 2026
Which custodians does E & R Wealth Management use?
E & R Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $104M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does E & R Wealth Management have?
E & R Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does E & R Wealth Management invest in?
At the end of its last fiscal year, E & R Wealth Management’s separately managed accounts held 90% exchange-traded equities and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns E & R Wealth Management?
E & R Wealth Management’s direct owners are James Runey, Tyler Peterson and Linda Runey, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does E & R Wealth Management get paid?
E & R Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact E & R Wealth Management?
E & R Wealth Management’s main office is at 761 Coleman BLVD., Suite E, Mount Pleasant, SC 29464. Its phone number is 843-654-1211. Its website is raawealth.com.