Runey & Associates Wealth Management
Firm details
- Headquarters
- Mount Pleasant, South Carolina
- CRD number
- 171271
- Registered since
- March 20, 2026
- Website
- www.raawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.46%
- Individuals15.54%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Runey & Associates Wealth Management is an independent, individually owned limited liability company that provides advice to individual and family clients. The firm is SEC-registered (2026) and charges clients using percentage-of-AUM and fixed-fee arrangements. Core service lines are financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars/workshops. Runey does not identify as an ESG-focused manager, does not act as a capital allocator, and does not operate as a multistate or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2
James Runey
Founder and CEOCRD 5212356
Linda Runey
Chief Operating OfficerCRD 8180664
Contacts
1 of 1
Tyler Peterson
Partner and Financial AdvisorCRD 7489555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$117M in ETFs
100%
$117M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $28.2M | 129,203 | 24.14% |
Location
Mount Pleasant, SC
Charleston
Location
Mount Pleasant, SC
Headquartered in Mount Pleasant, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 761 Coleman Blvd
- Time zone
- ET (UTC-5)
- Office locations
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