E & R WEALTH MANAGEMENT, LLC of MOUNT PLEASANT, SC is an SEC-registered investment adviser (CRD 171271). Regulatory assets under management: $104.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Tyler Peterson | MEMBER/FINANCIAL ADVISOR | Beaverton, OR |
| James Bean Runey | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CEO, FOUNDER | — |
| Linda C.E. Runey | MEMBER/CHIEF OPERATING OFFICER | — |