Eric
Wiegand

River Wealth Advisors LLC

CRD#5206060
Investment Advisor
in Allentown, PA

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About this Advisor

Eric Wiegand is a financial advisor based in Allentown, Pennsylvania, working with River Wealth Advisors LLC. Eric has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Bb&T Bank, Bb&T Investments, Bb&T Securities, LLC, and River Wealth Advisors, LLC. Eric has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Eric is part of River Wealth Advisors LLC, which operates out of Allentown, Pennsylvania. The firm has 1 office and 17 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at River Wealth Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

842 W. Hamilton Street Suite 301
Allentown, PA 18101

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River Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$1,064,243,971

PA Average: $15,833,994,310
Total Number of Employees

17

PA Average: 41
Total Number of Accounts

2,257

PA Average: 3,342
Average Account Size

$471,530

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Eric Wiegand Work History

2020 - Present (4 years)

River Wealth Advisors, LLC

2018 - 2020 (2 years)

Bb&T Securities, LLC

2017 - 2020 (3 years)

Bb&T Bank

2017 - 2020 (3 years)

Bb&T Investments

2013 - 2017 (4 years)

Charles Schwab & Co., Inc

2013 - 2017 (4 years)

Charles Schwab Bank

Disclosures

Please visit the SEC profile of Eric Wiegand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at River Wealth Advisors LLC

Jesse Robinson
Camp Hill, PA
Benjamin Dum
Camp Hill, PA
Andrew O'Gorman
Camp Hill, PA
Heather Rivas
Camp Hill, PA
Eric Wiegand
Allentown, PA
Rachel Stam
Camp Hill, PA
Edward O'Gorman
Camp Hill, PA
Judith Savchak
Allentown, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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