# Runey & Associates Wealth Management

> Runey & Associates Wealth Management is an SEC-registered investment advisory firm in Mount Pleasant, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 171271
- Filed as: RUNEY & ASSOCIATES WEALTH MANAGEMENT
- Legal name: E & R Wealth Management, LLC
- Also doing business as: RUNEY & ASSOCIATES WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mount Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171271
- AdvisorCensus page: https://advisorcensus.com/firm/runey-and-associates-wealth-management-mount-pleasant-sc-171271

## Quick answers

**How is Runey & Associates Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Runey & Associates Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Runey & Associates Wealth Management located?**
Runey & Associates Wealth Management's principal office is in Mount Pleasant, SC, according to its Form ADV.

**Is Runey & Associates Wealth Management registered with the SEC or a state?**
Runey & Associates Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 171271.

**How much does Runey & Associates Wealth Management manage?**
Runey & Associates Wealth Management reports $104,796,418 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Runey & Associates Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (93); individuals (other than high net worth individuals) (72).

**Which custodians does Runey & Associates Wealth Management use?**
Runey & Associates Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Runey & Associates Wealth Management 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/171271

**What changed in Runey & Associates Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $104,796,418
- Discretionary: $104,796,418
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 72 | $16,290,131 |
| High net worth individuals | 93 | $88,506,287 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [raawealth.com](https://raawealth.com)
- Facebook @raawealth
- LinkedIn @raawealth

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Runey & Associates Wealth Management (CRD 171271): Form ADV filing data as of October 2026.