CRD: 302031
Riverbend Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-22-2024
- Office Locations
- 1
Office Locations
About Riverbend Wealth Management, LLC
Riverbend Wealth Management is a fee-only, fiduciary advisor providing personalized financial planning and wealth management for retirees, widows, and business owners navigating major life transitions, with focus on retirement and exit planning. The firm uses its structured Riverbend Bridge Method process and charges a transparent percentage-based AUM fee with no commissions. Led by CFP/CIMA/CPFA/CEPA-designated Jeremy Finger and featured in outlets like Barron's.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEREMY MORRIS FINGER
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2945379
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Tyler Brenton Batts
--
- CRD
- #6038899
DANIEL MILTON JOHNSON
Certified Financial Planner
- CRD
- #2206195
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,977,751 | $494,679 |
| Non-Discretionary | $0 | -- |
| Total | $280,977,751 | $494,679 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing