B Riley Wealth Managment

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

251

Total plan assets

$39.4M

Filings (rows)

Direct comp

Indirect comp

$66K

Showing only "B RILEY WEALTH MANAGMENT"

View all 6 variants aggregated →

B RILEY WEALTH MANAGEMENT49 B RILEY WEALTH ADVISORS28 B RILEY WEATH MANAGEMENT2 B RILEY WEALTH MANAGMENT2 B RILEY & CO2 B RILEY WAELTH MANAGEMENT2

SERVICES PROVIDED

Advisor / Consultant2

Prospecting the plans that use B Riley Wealth Managment?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Security Bancorp of Tennessee, Inc. Security Bancorp of Tennessee Safe Harbor 401(k) Profit Sharing Plan · all filings	HALLS, TN	Advisor / Consultant	130	$19.9M	$0	$30K
Security Bancorp of Tennessee, Inc. Security Bancorp of Tennessee Safe Harbor 401(k) Profit Sharing Plan · all filings	HALLS, TN	Advisor / Consultant	121	$19.4M	$0	$36K