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RUNEY & ASSOCIATES WEALTH MANAGEMENT

MOUNT PLEASANT, SC · CRD 171271 · IAPD ↗ · (843) 654-1211

$104.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — RUNEY & ASSOCIATES WEALTH MANAGEMENT (MOUNT PLEASANT, SC) is newly SEC-registered with $104.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.