B RILEY WEALTH MANAGEMENT, INC.

B RILEY WEALTH MANAGEMENT
MEMPHIS, Tennessee·7 registered advisors·CRD# 2543
SEC# 801-6727542901-251-1330
01

Firm Overview

AUM
$4.1B
Regulatory assets under management
Employees
250
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at B RILEY WEALTH MANAGEMENT, INC.

7 registered advisors
David Lawrence Webb
MEMPHIS, Tennessee
Gary Kent Jr Wunderlich
MEMPHIS, Tennessee
James Timothy Ritt
MEMPHIS, Tennessee
Mary Ann Nell Swain
MEMPHIS, Tennessee
Michael John Campbell
MEMPHIS, Tennessee
Stephen Joseph Bonnema
MEMPHIS, Tennessee
William David Woodward
MEMPHIS, Tennessee
05

Office Locations

MEMPHIS, Tennessee
7 advisors

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Data sourced from SEC Form ADV filings. B RILEY WEALTH MANAGEMENT, INC. (CRD# 2543) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.