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Home > Retirement Planners > tennessee > memphis > B. RILEY WEALTH PORTFOLIO ADVISERS, LLC
B. RILEY WEALTH PORTFOLIO ADVISERS, LLC
40 South Main
Suite 1800
Memphis, Tennessee 38103
Tel: 901-251-1330
About B. RILEY WEALTH PORTFOLIO ADVISERS, LLC
B RILEY WEALTH PORTFOLIO ADVISERS, LLC, formally registered with the SEC as B RILEY WEALTH PORTFOLIO ADVISERS, LLC. The firm was established in 05/28/2021. They have over 2 offices throughout the country.
B. RILEY WEALTH PORTFOLIO ADVISERS, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $186,111,450 assets under management, offering retirement planning & investment advisory services to 535 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314171 |
| SEC# | 801-121341 |
| Assets Managed by Firm | $186,111,450 |
| No. of Clients | 535 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 535 | $186,111,450 |
| Individuals (other than high net worth individuals) | 441 | $53,186,286 |
| High net worth individuals | 13 | $10,254,333 |
| Pension and profit sharing plans | 54 | $7,551,794 |
| Other investment advisers | 7 | $106,386,199 |
| Corporations or other businesses | 20 | $8,732,838 |
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