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Runey & Associates Wealth Management

EST. AUM
$104,796,418

CONTACTS

CLIENT ACCOUNTS
292

Firm Details

Metro area Charleston, SC
CRD Number 171271
Website raawealth.com
Client types

Overview

Runey & Associates Wealth Management is a South Carolina-based registered investment adviser providing financial planning and portfolio management services to individuals and high-net-worth clients. The firm operates as a fee-based fiduciary, focusing on retirement planning, long-term wealth preservation, and personalized investment strategies. With approximately $105 million in assets under management, the firm manages discretionary portfolios primarily composed of exchange-traded equities and cash equivalents. It serves a predominantly domestic client base and emphasizes tailored advice, education, and long-term relationships. The firm does not operate pooled investment vehicles or private funds and instead focuses on direct portfolio management for retail investors.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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