RIVER'S EDGE WEALTH MANAGEMENT LLC
DBA: RIVER'S EDGE
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $157.1M |
| Discretionary | $152.2M97% of AUM |
| Non-Discretionary | $4.9M |
| Client Accounts | 961 |
| Avg Account Size | $163K |
| Employees | 5 |
| Peak AUM | $157.1MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $157M | +28.0% | +26.4% | — | |
| Discretionary AUM | $152M | ||||
Key Metrics
| Total AUM | $157.1M |
| Discretionary | $152.2M |
| Employees | 5 |
| Client Accounts | 961 |
| Client Range | 101-250 |
Contact & Location
Address
525 3RD STREET
BEAVER PA 15009
Phone
412-526-8939
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$152M
96.9% of AUM
Non-Discretionary
$5M
3.1% of AUM
Disc. mix ▼ 0.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported