Full text of B. RILEY WEALTH MANAGEMENT, INC.'s X-17A-5 filed 2025-03-28 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # B. Riley Wealth Management, Inc. (A wholly owned subsidiary of B. Riley Wealth Management Holdings, Inc.) Financial Report December 31, 2024 This report is filed in accordance with with Rule 17a-5(e)(3) under the Securities Exchange Act of 1934 as a PUBLIC DOCUMENT. {1}------------------------------------------------ | SEC FILE NUMBER | | |-----------------|--| | 8-31206 | | | | | 40 S. Main Street, Suite 1800 | | | |--|--|-------------------------------|--|--| |--|--|-------------------------------|--|--| | (No. and Street) | | | |--------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | TN | | 38103 | | (State) | | (Zip Code) | | | | | | (901) 259-9435 | | maryswain@brileyfin.com | | (Area Code - Telephone Number) | | | | | | | | | | | | | | | | | - | 60604 | | (City) | (State) | (Zip Code) | | | 3407 | | | | | (PCAOB Registration Number, if applicable) | | FOR OFFICIAL USE ONLY | | | | | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING<br>141 W. Jackson Blvd., Ste. 2250 Chicago<br>(Date of Registration with PCAOB)(if applicable) | (Email Address)<br>B. ACCOUNTANT IDENTIFICATION<br>INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>(Name - if individual, state last, first, and middle name) | {2}------------------------------------------------ - - - - - - - - - - - - - - - - - - - - - - - - - {3}------------------------------------------------  RYAN&JURASKA LLP # REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM To the Stockholder of B. Riley Wealth Management, Inc. # Opinion on the Financial Statement We have audited the accompanying statement of financial condition of B. Riley Wealth Management, Inc. (the Company) as of December 31, 2024, and the related notes (collectively referred to as the financial statement). In our opinion, the statement of financial condition presents fairly, in all material respects, the financial position of B. Riley Wealth Management, Inc. as of December 31, 2024 in conformity with accounting principles generally accepted in the United States of America. # Basis for Opinion This financial statement is the res…Read the full text as markdown