River's Edge Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
River's Edge Wealth Management reports 236 clients. They include 161 individual clients, 56 high-net-worth individuals and 11 charitable organizations. Of its assets, 96.9% ($152M across 954 accounts) are managed with discretion; $4.93M across 7 accounts are not. A wrap fee program the firm both sponsors and manages holds $152M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 42% |
| High-net-worth individuals | 24% | 54% |
| Pension and profit-sharing plans | 3% | 3% |
| Charitable organizations | 5% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 161 | $66.5M | 42.3% | $413K |
| High-net-worth individuals | 56 | $84.6M | 53.8% | $1.51M |
| Pension and profit-sharing plans | 7 | $4.93M | 3.1% | $704K |
| Charitable organizations | 11 | $670K | 0.4% | $60.9K |
| Corporations and other businesses | Fewer than 5 | $467K | 0.3% | $467K |
| Total | 236 | $157M | 100% | — |
- Clients
- 161
- Regulatory AUM
- $66.5M
- AUM share
- 42.3%
- Avg. per client
- $413K
- Clients
- 56
- Regulatory AUM
- $84.6M
- AUM share
- 53.8%
- Avg. per client
- $1.51M
- Clients
- 7
- Regulatory AUM
- $4.93M
- AUM share
- 3.1%
- Avg. per client
- $704K
- Clients
- 11
- Regulatory AUM
- $670K
- AUM share
- 0.4%
- Avg. per client
- $60.9K
- Clients
- Fewer than 5
- Regulatory AUM
- $467K
- AUM share
- 0.3%
- Avg. per client
- $467K
Total
- Clients
- 236
- Regulatory AUM
- $157M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 101–250
River's Edge Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Flat fee of $2,500 to $7,500 per engagement, with a $2,500 minimum, negotiable; half is invoiced when the work starts.
Jake McCracken owns 75% or more of River's Edge Wealth Management. The leadership team of River's Edge Wealth Management includes Chief Compliance Officer Trevor York. It has 5 employees, 4 of them in advisory roles.
Leadership
Trevor YorkChief Compliance Officer
Jake McCrackenCEO & Managing Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- Owns 75% or more of River'S Edge Wealth Management LLC
Jake McCracken
Control person · since March 2021
River's Edge Wealth Management’s regulatory assets grew 3.2× from $49.2M (July 2021) to $157M (April 2026); clients rose from 121 to 236 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $157M | 236 | 5 | 1 |
| June 2025 | $123M | 211 | 5 | 1 |
| July 2024 | $102M | 191 | 4 | 1 |
| July 2021 | $49.2M | 121 | 4 | 1 |
Besides its headquarters, River's Edge Wealth Management has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 525 3rd Street, Suite 200, BeaverHQ
Contact and registration details
- Legal name
- River'S Edge Wealth Management LLC
- Headquarters
- 525 3rd Street, Suite 200, Beaver, PA 15009
- Website
- riversedgewm.com
- Phone
- 412-526-8939
- SEC file
- 801-130663
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
River's Edge Wealth Management uses Fidelity ($152M) as custodian for its separately managed accounts. River's Edge Wealth Management has custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $152M100%
At year end, River's Edge Wealth Management’s separately managed accounts were mostly in stocks (67%) and funds (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $114M across 44 positions; the largest are Schwab Strategic TR (12.2%), Vanguard Index Fds (11.5%) and iShares TR (9.9%).
What the accounts hold
- Stocks67%
- Funds28%
- Bonds3%
- Cash2%
Reported 13F holdings
- $114M
- Reported 13F value
- 44
- Positions
- 75.6%
- In the 10 largest
- +6.7%
- Value vs. prior quarter
- Schwab Strategic TR · US Mid-cap ETF12.2%
- Vanguard Index Fds · S&P 500 ETF Shs11.5%
- iShares TR · MSCI USA Qlt Fct9.9%
- Vanguard Specialized Funds · Div App ETF9.7%
- iShares TR · Core MSCI Eafe7.5%
- iShares TR · Intl Div Grwth6.2%
- iShares TR · Core US Aggbd ET5.5%
- Vanguard Scottsdale Fds · Vng Rus2000idx4.8%
- iShares Inc. · Core MSCI Emkt4.3%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt3.9%
Together, the ten largest are 75.6% of reported value.
How many clients does River's Edge Wealth Management have?
River's Edge Wealth Management has 236 clients and manages $157 million for them, as of April 2026. They include 161 individual clients, 56 high-net-worth individuals and 11 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026
What services does River's Edge Wealth Management offer?
River's Edge Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does River's Edge Wealth Management use?
River's Edge Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $152M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 April 2026
How many financial advisors does River's Edge Wealth Management have?
River's Edge Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are 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 River's Edge Wealth Management invest in?
At the end of its last fiscal year, River's Edge Wealth Management’s separately managed accounts held 67% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds and 2% 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 River's Edge Wealth Management?
River's Edge Wealth Management’s direct owner is Jake McCracken (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 April 2026
How does River's Edge Wealth Management get paid?
River's Edge 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
Is River's Edge Wealth Management registered with the SEC?
Yes, River's Edge Wealth Management has been registered with the SEC as an investment adviser since 26 July 2024. Its CRD number is 313711 and its SEC file number is 801-130663.
Source: Form ADV Part 1A, Item 1, filed 27 April 2026; IAPD firm record
How do I contact River's Edge Wealth Management?
River's Edge Wealth Management’s main office is at 525 3rd Street, Suite 200, Beaver, PA 15009. Its phone number is 412-526-8939. Its website is riversedgewm.com.