# Riverbend Wealth Management, LLC

> Riverbend Wealth Management, LLC is an SEC-registered investment advisory firm in Myrtle Beach, SC, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 302031
- Filed as: RIVERBEND WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Myrtle Beach, SC
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/302031
- AdvisorCensus page: https://advisorcensus.com/firm/riverbend-wealth-management-llc-myrtle-beach-sc-302031

## Quick answers

**How is Riverbend Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Riverbend Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Riverbend Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Hourly rate: $500 an hour (financial planning services); Flat fee: $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Riverbend Wealth Management, LLC located?**
Riverbend Wealth Management, LLC's principal office is in Myrtle Beach, SC, according to its Form ADV.

**Is Riverbend Wealth Management, LLC registered with the SEC or a state?**
Riverbend Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 302031.

**How much does Riverbend Wealth Management, LLC manage?**
Riverbend Wealth Management, LLC reports $280,977,751 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Riverbend Wealth Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for Riverbend Wealth Management, LLC: Regulatory assets under management: $232,957,679 in the October 2025 data and $280,977,751 in the October 2026 data, up 21%. Total employees: 6 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Riverbend Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (71); corporations or other businesses not listed above (5).

**Which custodians does Riverbend Wealth Management, LLC use?**
Riverbend Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Riverbend Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/302031

**Does Riverbend Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "RWM requires a minimum of $500,000 to establish an advisory relationship. In our sole discretion, we may waive this requirement."

**What changed in Riverbend Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $232,957,679 to $280,977,751 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> RWM requires a minimum of $500,000 to establish an advisory relationship. In our sole discretion, we may waive this requirement.

- Hourly rate: $500 an hour (financial planning services)

> RWM charges a negotiable hourly fee of up to $500.00 or a fixed fee of up to $10,000 .00 for financial planning services.

- Flat fee: $10,000 (financial planning services)

> RWM charges a negotiable hourly fee of up to $500.00 or a fixed fee of up to $10,000 .00 for financial planning services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $280,977,751
- Discretionary: $280,977,751
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $45,348,526 |
| High net worth individuals | 71 | $220,477,240 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $439,678 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $14,712,307 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, FL, GA, NC, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- retirehappy.libsyn.com
- riverbendwealthmanagement.com
- Facebook @riverbendwealthmanagement
- Instagram @riverbendwealthmanagement
- LinkedIn @riverbend-wealth-management
- LinkedIn @jeremy-finger-cfp®-cima®-cepa®-400b9926
- X @jeremy_finger
- YouTube @UCRdrF1BetxOXKNIkHBWjUlA
- YouTube @UCctC9AoIMyRmXylrC9fyIDA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $232,957,679 | 6 | July 28, 2025 |
| October 2026 | $280,977,751 | 8 | March 11, 2026 |

Regulatory assets under management: $232,957,679 in the October 2025 data and $280,977,751 in the October 2026 data, up 21%.
Total employees: 6 in October 2025 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $232,957,679 to $280,977,751 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Riverbend Wealth Management, LLC (CRD 302031): Form ADV filing data as of October 2026.