Riverbend Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.
Riverbend Wealth Management reports 187 clients. They include 110 individual clients, 71 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 100.0% ($281M across 568 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $281M. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 16% |
| High-net-worth individuals | 38% | 78% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 3% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 110 | $45.3M | 16.1% | $412K |
| High-net-worth individuals | 71 | $220M | 78.5% | $3.11M |
| Charitable organizations | 1 | $440K | 0.2% | $440K |
| Corporations and other businesses | 5 | $14.7M | 5.2% | $2.94M |
| Total | 187 | $281M | 100% | $1.5M |
- Clients
- 110
- Regulatory AUM
- $45.3M
- AUM share
- 16.1%
- Avg. per client
- $412K
- Clients
- 71
- Regulatory AUM
- $220M
- AUM share
- 78.5%
- Avg. per client
- $3.11M
- Clients
- 1
- Regulatory AUM
- $440K
- AUM share
- 0.2%
- Avg. per client
- $440K
- Clients
- 5
- Regulatory AUM
- $14.7M
- AUM share
- 5.2%
- Avg. per client
- $2.94M
Total
- Clients
- 187
- Regulatory AUM
- $281M
- AUM share
- 100%
- Avg. per client
- $1.5M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Riverbend Wealth Management charges 0.80%–1.50% a year for its Riverbend Wrap Fee Program. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.50% |
| $250K–$500K | 1.30% |
| $500K–$1M | 1.10% |
| $1M–$2M | 1.00% |
| $2M–$4M | 0.90% |
| $4M and above | 0.80% |
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a negotiable hourly fee of up to $500 or a fixed fee of up to $10,000, with 50% payable on signing the agreement.
Jeremy Finger owns 75% or more of Riverbend Wealth Management. The leadership team of Riverbend Wealth Management includes Chief Compliance Officer Jeremy Finger. It has 8 employees, 3 of them in advisory roles.
Leadership
- Jeremy FingerManaging Member/CEO/Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Tyler Brenton Batts
- Jeremy Morris Finger
- Daniel Milton Johnson
- Paul Saunders
Staff
- 8 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Riverbend Wealth Management, LLC
Jeremy Finger
Control person · since August 2019
Riverbend Wealth Management’s regulatory assets grew from $233M (July 2025) to $281M (March 2026); clients rose from 163 to 187 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $281M | 187 | 8 | 1 |
| Jul 2025July 2025 | $233M | 163 | 6 | 1 |
Besides its headquarters, Riverbend Wealth Management has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 1341 44th Avenue North, Suite 102, Myrtle BeachHQ
Contact and registration details
- Legal name
- Riverbend Wealth Management, LLC
- Headquarters
- 1341 44th Avenue North, Suite 102, Myrtle Beach, SC 29577
- Phone
- 843-970-1049
- @riverbend-wealth-management
- SEC file
- 801-131306
- Founded
- 2024
- Structure
- South Carolina LLC
- Fiscal year end
- December
Riverbend Wealth Management’s named custodian for separately managed accounts is Fidelity ($279M). Riverbend Wealth Management has custody of $67.8M for 44 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $279M100%
At year end, Riverbend Wealth Management’s separately managed accounts were mostly in funds (50%) and stocks (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $199M across 176 positions; the largest are iShares TR (5.0%), Wisdomtree TR (4.3%) and Apple Inc. (3.6%).
What the accounts hold
- Stocks32%
- Funds50%
- Bonds11%
- State and local bonds5%
- Investment grade corporate bonds4%
- U.S. government and agency bonds2%
- Cash7%
Reported 13F holdings
- $199M
- Reported 13F value
- 176
- Positions
- 29.6%
- In the 10 largest
- +14.1%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF5.0%
- Wisdomtree TR · US Qtly Div Grt4.3%
- Apple Inc.3.6%
- Invesco Qqq TR · Unit Ser 13.5%
- Nvidia Corporation2.6%
- Alps ETF TR · Smith Core Plus2.2%
- iShares TR · Core Div Grwth2.2%
- Microsoft Corp.2.1%
- Alphabet Inc. · Cap Stk CL A2.0%
- Broadcom Inc.2.0%
Together, the ten largest are 29.6% of reported value.
How many clients does Riverbend Wealth Management have?
Riverbend Wealth Management has 187 clients and manages $281 million for them, as of March 2026. They include 110 individual clients, 71 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Riverbend Wealth Management offer?
Riverbend Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Riverbend Wealth Management charge?
Riverbend Wealth Management charges 0.80%–1.50% a year for its Riverbend Wrap Fee Program. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: RIVERBEND WEALTH MANAGEMENT ADV PART 2 BROCHURE, filed 11 March 2026
Which custodians does Riverbend Wealth Management use?
Riverbend Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $279M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Riverbend Wealth Management have?
Riverbend Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 3 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 Riverbend Wealth Management invest in?
At the end of its last fiscal year, Riverbend Wealth Management’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 7% cash and equivalents, 5% state and local bonds, 4% investment grade corporate bonds and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Riverbend Wealth Management have a minimum investment?
Yes, Riverbend Wealth Management’s minimum account size for its Riverbend Wrap Fee Program is $500K.
Source: RIVERBEND WEALTH MANAGEMENT ADV PART 2 BROCHURE, filed 11 March 2026
Who owns Riverbend Wealth Management?
Riverbend Wealth Management’s direct owner is Jeremy Finger (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Riverbend Wealth Management get paid?
Riverbend Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 Riverbend Wealth Management?
Riverbend Wealth Management’s main office is at 1341 44th Avenue North, Suite 102, Myrtle Beach, SC 29577. Its phone number is 843-970-1049. Its website is riverbendwealthmanagement.com.