Multi-Family OfficeRIA · CRD 171271SEC-Registered

Updated:

RUNEY & ASSOCIATES WEALTH MANAGEMENT

RUNEY & ASSOCIATES WEALTH MANAGEMENT is an SEC-registered investment adviser in MOUNT PLEASANT, SC, registered since 2026. The firm manages approximately $105...

RUNEY & ASSOCIATES WEALTH MANAGEMENT

RUNEY & ASSOCIATES WEALTH MANAGEMENT is an SEC-registered investment adviser in MOUNT PLEASANT, SC, registered since 2026. The firm manages approximately $105 million in assets. It has 3 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

Who leads Runey & Associates Wealth Management?

The firm's leadership team is not disclosed in public records. No named principals or operators appear in available sources.

What is Runey & Associates Wealth Management's investment strategy?

The firm's strategy is not publicly documented. It likely focuses on wealth management and financial planning for high-net-worth individuals, but specific asset-class preferences or sector focuses are unknown.

Does Runey & Associates Wealth Management disclose its AUM?

No public AUM figure has been reported for this firm. The amount of assets under management remains undisclosed.

Where is Runey & Associates Wealth Management headquartered?

The firm's city and location are not available in public sources. Its geographic footprint is not confirmed.

Is Runey & Associates Wealth Management a single-family office or multi-family office?

Based on its name and limited public profile, the firm appears to operate as a wealth management practice serving multiple families, consistent with a multi-family office or RIA structure.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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