B. Riley Wealth

Finance · Tennessee, United States · 11-50 Employees

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Overview

Headquarters

40 South Main Stsuite 1600, Memphis, Ten...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About B. Riley Wealth

B. Riley Wealth Management is a boutique wealth management firm with a national presence, headquartered in Memphis, Tennessee, and operating as a wholly owned subsidiary of BRC Group Holdings, Inc., which is affiliated with B. Riley Financial. The firm is a FINRA-registered broker-dealer, a member of the Securities Investor Protection Corporation, and operates B. Riley Wealth Advisors as an SEC-registered investment adviser. B. Riley Wealth provides comprehensive, collaborative financial solutions to a broad range of clients including individuals, families, businesses, institutions, non-profits, trusts, foundations, and endowments. The firm encompasses four distinct service entities: B. Riley Wealth Management, which offers securities and variable insurance products; B. Riley Wealth Advisors, which provides fee-based asset management and advisory services; B. Riley Wealth Insurance, which offers insurance products including fixed annuities; and B. Riley Wealth Tax Services, which proviRead more
Popular SearchesB Riley Wealth Management IncSIC Code 62,621NAICS Code 52,523Show more

B. Riley Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

B. Riley Wealth

<$5M
11-50
Private
-
-
$7.1M
11-50
Private
-
1985
N/A
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
<$5M
11-50
Private
-
1962
PE
Paul EdmondsCEO & Founder
Illustration of an envelope

B. Riley Wealth Tech Stack

A closer look at the technologies used by B. Riley Wealth

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Frequently Asked Questions Regarding B. Riley Wealth

What is B. Riley Wealth's official website?
B. Riley Wealth's official website is www.brileywealth.com
What is B. Riley Wealth's Revenue?
B. Riley Wealth's revenue is <$5 Million
What is B. Riley Wealth's SIC code?
B. Riley Wealth's SIC: 62,621
What is B. Riley Wealth's NAICS code?
B. Riley Wealth's NAICS: 52,523
How many employees does B. Riley Wealth have?
B. Riley Wealth has 11-50 employees
What industry does B. Riley Wealth belong to?
B. Riley Wealth is in the industry of: Finance, Securities Trading
What is B. Riley Wealth competition?
B. Riley Wealth top competitors include: Chronos Wealth Management, The Normann Financial Group, Magruder Color, Cabot Lodge Securities
What technology does B. Riley Wealth use?
Some of the popular technologies that B. Riley Wealth uses are: DocuSign, Cloudflare Website Optimization, Cloudflare CDN, Jira
What does B. Riley Wealth do?

B. Riley Wealth Management is a boutique wealth management firm with a national presence, headquartered in Memphis, Tennessee, and operating as a wholly owned subsidiary of BRC Group Holdings, Inc., which is affiliated with B. Riley Financial. The firm is a FINRA-registered broker-dealer, a member of the Securities Investor Protection Corporation,... and operates B. Riley Wealth Advisors as an SEC-registered investment adviser. B. Riley Wealth provides comprehensive, collaborative financial solutions to a broad range of clients including individuals, families, businesses, institutions, non-profits, trusts, foundations, and endowments. The firm encompasses four distinct service entities: B. Riley Wealth Management, which offers securities and variable insurance products; B. Riley Wealth Advisors, which provides fee-based asset management and advisory services; B. Riley Wealth Insurance, which offers insurance products including fixed annuities; and B. Riley Wealth Tax Services, which provides tax preparation and accounting services. Financial professionals at B. Riley Wealth develop and implement comprehensive wealth plans tailored to each client's unique needs and financial goals, offering services spanning brokerage, investment management, financial planning, market research and analysis, lending solutions including securities-based lines of credit, corporate retirement plan management, business valuation, and estate planning. The firm's experienced advisors leverage the diverse resources and expertise of affiliated companies within the B. Riley Financial family, which spans investment banking, institutional brokerage, financial consulting, corporate restructuring, forensic accounting, and appraisal and valuation services. B. Riley Wealth Management holds client brokerage account assets through First Clearing, a trade name used by Wells Fargo Clearing Services, LLC. The firm maintains branch offices in major metropolitan areas across the United States and serves business executives, affluent investors, and ...Read More

Is B. Riley Wealth a public company?
B. Riley Wealth is private company therefore does not currently have an official ticker symbol
See more information about B. Riley Wealth

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