Runey & Associates Wealth Management: new SEC registration, $105M AUM, Mount Pleasant, SC
Runey & Associates Wealth Management (Mount Pleasant, South Carolina): new SEC registration, $105M AUM, Mount Pleasant, SC. Its amount of 105 is below the median of 134 (17th percentile). Dated 229 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 105 · 17th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 13 related SC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Runey & Associates Wealth Management |
| Legal name | E & R Wealth Management, LLC |
| CRD | 171271 |
| Status | Approved |
| Registered with the SEC | 2026-03-20 |
| Latest Form ADV filing | 2026-03-30 |
| Location | Mount Pleasant, SC, United States |
| Regulatory AUM | $104,796,418 |
| Accounts | 292 |
| Employees | 3 |
| Website | https://www.facebook.com/raawealth/ |
| amount percentile | 17th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (14 SC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-20
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (SC first): Wealth Intelligently Navigated, LLC · Coastline Complete Wealth LLC · J. Freeman & Associates · Dba Big Money Retirement And Big Retirement · Tidal Creek Capital Advisors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Runey & Associates Wealth Management and 14 South Carolina peers
- South Carolina NewRiaPulse records like this one: 14
- Runey & Associates Wealth Management's amount: 17th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every South Carolina peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $105M under management.
- Website on file.
What is the NewRiaPulse record for Runey & Associates Wealth Management in Mount Pleasant, South Carolina?
Runey & Associates Wealth Management received SEC registration as an investment adviser (2026-03-20) with $104,796,418 in regulatory assets under management, based in Mount Pleasant, SC.
How does Runey & Associates Wealth Management compare to other South Carolina NewRiaPulse records?
Its amount of 105 is below the median (17th percentile); smaller records often move faster and face less competition. It is 229 days old; check the official source for later updates before acting.
Runey & Associates Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Runey & Associates Wealth Management | Mount Pleasant, SC | 105 | 17th | 2026-03-20 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in South Carolina NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.