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RIVER'S EDGE
RIVER'S EDGE WEALTH MANAGEMENT LLC
CRD 313711 · SEC 801-130663
525 3RD STREET, SUITE 200, BEAVER, PA, 15009, United States
Phone
412-526-8939
Fax
412-774-2353
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.1M
Discretionary AUM
$152.2M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $66.5M |
| High net worth individuals | 56 | $84.6M |
| Pension/profit sharing plans | 7 | $4.9M |
| Charitable organizations | 11 | $670K |
| Corporations/business entities | 1 | $467K |
States served
IN, OH, PA, TX
All web addresses on file
- https://www.linkedin.com/in/quinn-mccracken-079487132/
- https://www.riversedgewm.com/
- https://www.linkedin.com/company/rivers-edge-wealth-management-llc/
- https://www.linkedin.com/in/jake-mccracken-cfp%C2%AE-83650036/
- https://www.linkedin.com/in/trevor-york-cfp%C2%AE-ricp%C2%AE-225bb7149/
- https://www.linkedin.com/in/nancijopruce/
- https://www.facebook.com/RiversEdgeWM
- https://www.linkedin.com/in/jacob-mcconnell-cfp%C2%AE-174599164/
Official SEC filing: View on IAPD