{"url":"https://nivawealth.com/firms/river-s-edge-wealth-management-313711","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/313711","regulatoryAum":157086676,"crd":"313711","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7267272","suffix":null,"lastName":"McConnell","firstName":"Jacob","middleName":"Charles"},{"crd":"5930244","suffix":null,"lastName":"MCCRACKEN","firstName":"JAKE","middleName":"GILCHRIST"},{"crd":"6880322","suffix":null,"lastName":"McCracken","firstName":"Quinn","middleName":"J. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does River's Edge Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does River's Edge Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does River's Edge Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does River's Edge Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns River's Edge Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does River's Edge Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is River's Edge Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact River's Edge Wealth Management?","answer":"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. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}