This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$281MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$281M

Private client RAUM

$266MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$70.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

568

Individual clients

110

High net worth clients

71

Custody, client assets

$67.8M

SEC number

801-131306

CRD

302031

Filings on the tape

4

First filed

Sep 17, 2024

Latest filed

Mar 11, 2026

Organised

Limited Liability Company, SC

• Occurred

  Dec 20, 2024
  Team lift-out

  3 advisors left Stratos Wealth Advisors LLC (Myrtle Beach, SC) for Riverbend Wealth Management, LLC on the same day

  Form ADVobserved 6 days ago
  3 advisors
• Occurred

  Sep 17, 2024
  First Form ADV filing

  Riverbend Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a1f3164b-c3f6-6fba-2d4a-ae7fba156eee

First observed

Sep 17, 2024

Last observed

Mar 11, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.