# E & R WEALTH MANAGEMENT, LLC

E & R WEALTH MANAGEMENT, LLC of MOUNT PLEASANT, SC is an SEC-registered investment adviser.

## Registration

- CRD: 171271
- Type: SEC-registered investment adviser
- SEC file number: 801-135591
- Location: 761 COLEMAN BLVD., SUITE E, MOUNT PLEASANT, SC, 29464
- Phone: (843) 654-1211
- Latest filing: 2026-03-30
- Regulatory AUM: $104.8M
- Discretionary AUM: $104.8M
- Clients: 3
- Accounts: 292

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171271/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171271/similar
- Related entities: https://search.stillhousedata.com/firm/171271/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171271

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.