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RIVER'S EDGE

BEAVER, PA · CRD 313711 · IAPD ↗ · 412-526-8939

$157.1MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — RIVER'S EDGE reported RAUM up 28% ($122.7M -> $157.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2024 — RIVER'S EDGE (BEAVER, PA) is newly SEC-registered with $102.3M RAUM and 3 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.