RIVER'S EDGE WEALTH MANAGEMENT LLC

RIVER'S EDGE
BEAVER, Pennsylvania·2 registered advisors·CRD# 313711
SEC# 801-1306630412-526-8939
01

Firm Overview

AUM
$102M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RIVER'S EDGE WEALTH MANAGEMENT LLC

2 registered advisors
Jake Gilchrist Mccracken
BEAVER, Pennsylvania
Trevor M York
BEAVER, Pennsylvania
05

Office Locations

BEAVER, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. RIVER'S EDGE WEALTH MANAGEMENT LLC (CRD# 313711) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.