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B. Riley Wealth Management, Inc. Info

B. Riley Wealth Management, Inc. info

B. Riley Wealth Management, Inc. (SEC CIK 1599892) first filed with the SEC on 2014-06-12 (Form 13F-HR) and has filed 26 times since, including 25 Form 13F-HR quarterly holdings reports. It is organized in TN and registered at 40 S. MAIN STREET, SUITE 1800, MEMPHIS, TN, 38103.

  • Name: Value B. Riley Wealth Management, Inc..
  • SEC CIK: Value 1599892.
  • State of organization: Value TN.
  • Business address: Value 40 S. MAIN STREET, SUITE 1800, MEMPHIS, TN, 38103.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameB. Riley Wealth Management, Inc.
SEC CIK1599892
State of organizationTN
Business address40 S. MAIN STREET, SUITE 1800, MEMPHIS, TN, 38103
Mailing address40 S. MAIN STREET, SUITE 1800, MEMPHIS, TN, 38103
Phone901-251-1367
Fiscal year endJune 30
Former namesWunderlich Securities, Inc. (2014-06-12 to 2016-04-12)

SEC Filing History

FieldValue
First SEC filing2014-06-12 (Form 13F-HR)
Latest SEC filing2022-09-09 (Form 13F-HR)
Filings on EDGAR26
First Form 13F-HR2014-06-12 (quarter ended 2014-03-31)
Latest Form 13F-HR2022-09-09 (quarter ended 2022-06-30)
Form 13F-HR filings25

Filings by Form

FormFilingsLatest
13F-HR252022-09-09
13F-NT12018-08-14

Filings by Year

YearFilingsForm 13F-HR
202233
202144
202044
201944
201821
201622
201544
201433

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