E & R Wealth Management, LLC

E & R Wealth Management, LLC (CRD# 171271) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $13,567,236 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $178,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at E & R Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeremy A. Ellisor
CRD#: 5722917
222 West Coleman Blvd., Suite 119, Mount Pleasant, SC 29464
93
Wealthminder
score

Jeremy Ellisor (CRD# 5722917) is an Investment Advisor Representative working at E & R Wealth Management, LLC in Mount Pleasant, SC and has over 6 years of experience in the finance industry.

2
James B. Runey
CRD#: 5212356
222 West Coleman Blvd., Suite 119, Mount Pleasant, SC 29464
93
Wealthminder
score

James Runey (CRD# 5212356) is an Investment Advisor Representative working at E & R Wealth Management, LLC in Mount Pleasant, SC and has over 3 years of experience in the finance industry.

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