LP Profile

B. Riley Wealth

Also known as b riley wealth

Wealth ManagerMemphis, United StatesFounded 1997
$2.5B
Assets Under Management
Memphis
Headquarters
Investment Focus

About B. Riley Wealth

B. Riley Wealth is a wealth manager based in Memphis, US. Founded in 1997. Reported AUM: 2500 USD millions.

Preferred Investment Types

BuyoutMezzanine

Preferred Sectors & Themes

Diversified

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to B. Riley Wealth from SEC and IRS filings.

SEC Form ADV

Likely match
Reported AUM
$4.2B
Total Clients
10,573
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is B. Riley Wealth?

B. Riley Wealth is a wealth manager based in Memphis, United States, managing approximately $2.5B in assets.

Where is B. Riley Wealth headquartered?

B. Riley Wealth is headquartered in Memphis, United States.

How much does B. Riley Wealth manage?

B. Riley Wealth manages approximately $2.5B in assets under management.

When was B. Riley Wealth founded?

B. Riley Wealth was founded in 1997.

What does B. Riley Wealth invest in?

B. Riley Wealth focuses on Buyout, Mezzanine, Diversified.

How can I contact B. Riley Wealth?

Verified contact details, key decision-makers, and investment preferences for B. Riley Wealth are available on LPbacked. Create a free account to access them.