Overview
Assets Under Management: $105 million
Headquarters: MOUNT PLEASANT, SC
High-Net-Worth Clients: 93
Average Client Assets: $1.0 million
Frequently Asked Questions
RUNEY & ASSOCIATES WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #171271), RUNEY & ASSOCIATES WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
RUNEY & ASSOCIATES WEALTH MANAGEMENT is headquartered in MOUNT PLEASANT, SC.
RUNEY & ASSOCIATES WEALTH MANAGEMENT serves 93 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, RUNEY & ASSOCIATES WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
RUNEY & ASSOCIATES WEALTH MANAGEMENT manages $105 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, RUNEY & ASSOCIATES WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.46%
Average Client Assets: $1.0 million
Total Client Accounts: 292
Discretionary Accounts: 292
Regulatory Filings
CRD Number: 171271
Filing ID: 2087149
Last Filing Date: 2026-03-30 12:44:20