Hedge Fund Database

RIVERSEDGE ADVISORS

RIVERSEDGE ADVISORS, LLC Legal Name

Adviser information for RIVERSEDGE ADVISORS last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 19
Investment Advisory/Research 14
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 13
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,320 $593.5M
Non-Discretionary 8 $945,389
Total 1,328 $594.4M

Clients

Type Number RAUM
Individuals 235 $97.9M
HNW Individuals 111 $409.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 66 $78.6M
Charitable organizations <5 $295,398
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies <5 $629,301
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 7 $7.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesBUSINESS ADVISORY SERVICES
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-113978
SEC ERA File Number 801-113978
SEC CIK Numbers 1787663
SEC CRD Numbers 298390
Legal Entity Identifier None

Principal Office

600 N KING ST
SUITE 200
WILMINGTON
DE
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: 302-573-6864, Fax: (302) 261-0220

Websites

www.facebook.com/riversedgeadvisorsllc/ www.linkedin.com/company/riversedgeadvisors www.riversedgeadvisors.com twitter.com/riversedge_llc

Chief Compliance Officer

JARRETT F. MORRIS
CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER
600 N KING ST
SUITE 200
WILMINGTON
DE
United States
Tel: 302-573-6864
Fax: (302) 261-0220
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CARNEY, BRIAN, JASON Individual – CHIEF EXECUTIVE OFFICER 08/2018 50-75%
MORRIS, JARRETT, FRANKLIN Individual – CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER. 08/2018 50-75%
Mihok, Timothy, John Individual – CHIEF FINANCIAL OFFICER 06/2022 < 5%

No. Employees, Historic

2010020192020202120222023202420257 on 12/26/20197 on 12/26/20198 on 3/17/20207 on 5/15/20207 on 5/19/20207 on 5/22/20207 on 6/1/20208 on 7/29/20208 on 8/11/20208 on 10/16/20208 on 11/3/20209 on 3/23/20219 on 3/29/202110 on 12/8/202112 on 1/10/202213 on 2/24/202213 on 3/27/202214 on 5/31/202215 on 8/2/202213 on 8/24/202213 on 9/15/202213 on 9/23/202213 on 10/25/202215 on 11/2/202214 on 11/29/202214 on 12/9/202215 on 1/5/202314 on 3/15/202316 on 3/30/202317 on 5/10/202316 on 8/7/202316 on 8/30/202316 on 9/11/202317 on 12/18/202318 on 1/2/202419 on 1/16/202419 on 2/29/2024

RAUM, Historic

600M300M02019202020212022202320242025210000000 on 12/26/2019210000000 on 12/26/2019195000000 on 3/17/2020195000000 on 5/15/2020195000000 on 5/19/2020195000000 on 5/22/2020195000000 on 6/1/2020195000000 on 7/29/2020195000000 on 8/11/2020195000000 on 10/16/2020195000000 on 11/3/2020282000000 on 3/23/2021282000000 on 3/29/2021282000000 on 12/8/2021282000000 on 1/10/2022282000000 on 2/24/2022424000000 on 3/27/2022424000000 on 5/31/2022424000000 on 8/2/2022424000000 on 8/24/2022424000000 on 9/15/2022424000000 on 9/23/2022424000000 on 10/25/2022424000000 on 11/2/2022424000000 on 11/29/2022424000000 on 12/9/2022424000000 on 1/5/2023452704111 on 3/15/2023452704111 on 3/30/2023452704111 on 5/10/2023452704111 on 8/7/2023452704111 on 8/30/2023452704111 on 9/11/2023452704111 on 12/18/2023452704111 on 1/2/2024452704111 on 1/16/2024594419925 on 2/29/2024

No. Clients, Historic

80040002019202020212022202320242025252 on 12/26/2019252 on 12/26/2019705 on 3/17/2020705 on 5/15/2020705 on 5/19/2020705 on 5/22/2020705 on 6/1/2020705 on 7/29/2020705 on 8/11/2020705 on 10/16/2020705 on 11/3/2020296 on 3/23/2021296 on 3/29/2021296 on 12/8/2021296 on 1/10/2022296 on 2/24/2022329 on 3/27/2022329 on 5/31/2022329 on 8/2/2022329 on 8/24/2022329 on 9/15/2022329 on 9/23/2022329 on 10/25/2022329 on 11/2/2022329 on 11/29/2022329 on 12/9/2022329 on 1/5/2023376 on 3/15/2023376 on 3/30/2023376 on 5/10/2023376 on 8/7/2023376 on 8/30/2023376 on 9/11/2023376 on 12/18/2023376 on 1/2/2024376 on 1/16/2024421 on 2/29/2024

Holdings

From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 343K 3K –
ABBVIE INC COM 595K 3K –
ADOBE INC COM 206K 370 –
ALPHABET INC CAP STK CL C 975K 5K –
ALPHABET INC CAP STK CL A 2M 8K –
AMAZON COM INC COM 1M 6K –
APPLE INC COM 19M 92K –
ASML HOLDING N V N Y REGISTRY SHS 367K 359 –
AUTOMATIC DATA PROCESSING IN COM 206K 863 –
BANCO BRADESCO S A SP ADR PFD NEW 24K 11K –
BANCO SANTANDER S.A. ADR 62K 13K –
BANK AMERICA CORP COM 377K 9K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 825K 2K –
BROADCOM INC COM 381K 237 –
CHEVRON CORP NEW COM 581K 4K –
COCA COLA CO COM 295K 5K –
COSTCO WHSL CORP NEW COM 729K 858 –
DBX ETF TR XTRACK USD HIGH 245K 7K –
DEVON ENERGY CORP NEW COM 336K 7K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 16M 432K –
EATON CORP PLC SHS 270K 861 –
ELI LILLY & CO COM 225K 248 –
GENUINE PARTS CO COM 233K 2K –
HARBOR ETF TRUST INTERNATNAL COMP 14M 523K –
HOME DEPOT INC COM 319K 926 –
HURON CONSULTING GROUP INC COM 220K 2K –
INTUITIVE SURGICAL INC COM NEW 355K 799 –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 19M 118K –
ISHARES INC MSCI EMRG CHN 15M 257K –
ISHARES INC CORE MSCI EMKT 211K 4K –
ISHARES TR CORE S&P500 ETF 2M 3K –
ISHARES TR CORE MSCI EAFE 27M 371K –
ISHARES TR MSCI EAFE ETF 253K 3K –
ISHARES TR RUS 1000 GRW ETF 314K 860 –
ISHARES TR RUS 2000 GRW ETF 888K 3K –
ISHARES TR S&P 500 GRWT ETF 1M 13K –
ISHARES TR ISHS 1-5YR INVS 8M 149K –
ISHARES TR BROAD USD HIGH 6M 166K –
ISHARES TR NATIONAL MUN ETF 2M 21K –
ISHARES TR SHRT NAT MUN ETF 425K 4K –
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 4M 76K –
JOHNSON & JOHNSON COM 635K 4K –
JPMORGAN CHASE & CO. COM 444K 2K –
LINCOLN ELEC HLDGS INC COM 349K 2K –
LLOYDS BANKING GROUP PLC SPONSORED ADR 44K 16K –
MANHATTAN BRDG CAP INC COM 13K 13K –
MARRIOTT INTL INC NEW CL A 255K 1K –
MCDONALDS CORP COM 421K 2K –
MERCK & CO INC COM 314K 3K –
META PLATFORMS INC CL A 649K 1K –
MICROSOFT CORP COM 3M 7K –
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 46K 11K –
MOODYS CORP COM 811K 2K –
NOVO-NORDISK A S ADR 508K 4K –
NVIDIA CORPORATION COM 3M 24K –
PACER FDS TR PACER US SMALL 10M 229K –
PALANTIR TECHNOLOGIES INC CL A 263K 10K –
QUALCOMM INC COM 284K 1K –
SALESFORCE INC COM 462K 2K –
SCHWAB STRATEGIC TR INTL EQTY ETF 22M 564K –
SCHWAB STRATEGIC TR US LRG CAP ETF 41M 633K –
SCHWAB STRATEGIC TR US LCAP VA ETF 2M 24K –
SCHWAB STRATEGIC TR US SML CAP ETF 15M 320K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 302K 11K –
SELECT SECTOR SPDR TR FINANCIAL 715K 17K –
SHELL PLC SPON ADS 216K 3K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 4M 116K –
SPDR S&P 500 ETF TR TR UNIT 234K 431 –
SPDR SER TR SSGA US LRG ETF 1M 7K –
SPDR SER TR NUVEEN BLMBRG SH 536K 11K –
SPDR SER TR NUVEEN BLOOMBERG 3M 130K –
SPDR SER TR PRTFLO S&P500 VL 26M 535K –
SPDR SER TR PRTFLO S&P500 GW 30M 369K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 490K 3K –
TEXAS PACIFIC LAND CORPORATI COM 261K 356 –
VANECK ETF TRUST HIGH YLD MUNIETF 3M 60K –
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 6M 75K –
VANGUARD INDEX FDS SML CP GRW ETF 4M 15K –
VANGUARD INDEX FDS LARGE CAP ETF 321K 1K –
VANGUARD INDEX FDS VALUE ETF 5M 31K –
VANGUARD INDEX FDS TOTAL STK MKT 674K 3K –
VANGUARD INDEX FDS S&P 500 ETF SHS 437K 874 –
VANGUARD INDEX FDS GROWTH ETF 8M 22K –
VANGUARD INDEX FDS SM CP VAL ETF 2M 12K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 12M 281K –
VANGUARD MUN BD FDS TAX EXEMPT BD 8M 152K –
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 5M 26K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 14M 283K –
VANGUARD WORLD FD INF TECH ETF 1M 2K –
VICTORY PORTFOLIOS II CORE INTERMEDIAT 25M 543K –
VICTORY PORTFOLIOS II VCSHS INTL VOLTY 570K 14K –
VISA INC COM CL A 327K 1K –