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E & R WEALTH MANAGEMENT, LLC, CRD 171271
MOUNT PLEASANT, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES BEAN RUNEY | Chartered Financial Analyst | MOUNT PLEASANT, SC | 12 | 13 | 1 | no |
| Tyler Peterson | Certified Financial Planner | MOUNT PLEASANT, SC | 4 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| RUNEY, JAMES, BEAN | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CEO, FOUNDER | C | yes | 03/2014 | Mar 30, 2026 | Mar 30, 2026 |
| Runey, Linda, C.E. | MEMBER/CHIEF OPERATING OFFICER | C | yes | 10/2025 | Mar 30, 2026 | Mar 30, 2026 |
| Peterson, Tyler | MEMBER/FINANCIAL ADVISOR | B | no | 10/2025 | Mar 30, 2026 | Mar 30, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $105M | $105M | 3 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $105M | n/a | n/a | n/a | n/a | 3 | n/a | 0 | n/a |