SourcingSourcing

RIVER'S EDGE WEALTH MANAGEMENT LLC

C23
CRD 313711·SEC 801-130663·BEAVER, PA
AUM
$157.1M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$471K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RIVER'S EDGE WEALTH MANAGEMENT LLC
CRD
313711
SEC file #
801-130663
EIN
862534195
DBA names
River's Edge

Economics

AUM
$157.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$57.5M → $157.1M▲ +173%
Client mix
Individuals Other161
Individuals High Net Worth56
Charitable Organizations11
Pension Profit Sharing Plans7
Corporations1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
3 advisors → 4 advisors▲ +33%
Primary office
BEAVER PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
linkedin.com/in/quinn-mccracken-079487132(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCCRACKEN, JAKE, GILCHRIST
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCCRACKEN, JAKE, GILCHRIST
York, Trevor, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002109861
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-17
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0002109861-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3192
Soi Zip Pct 200k Plus
0.0846
Soi Zip Returns 200k Plus
660
Soi Zip Total AGI
706,159
Fdic Zip Total Deposits
15,594,086,000
Fdic Zip Branch Count
259
Fdic Zip Top Banks
The Huntington National Bank
First National Bank of Pennsylvania

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
525 3RD STREETSUITE 200BEAVER, PA 15009
Business
525 3RD STREETSUITE 200BEAVER, PA 15009
Edgar EIN
862534195
Edgar Recent Filings
13F-HR2026-04-27 · 0002109861-26-000003
13F-HR2026-02-17 · 0002109861-26-000002
Fdic Zip Branches Raw
Reeves BankBeaver, PA
Peoples Home Savings BankBeaver, PA
Fdic Zip HHI
938.59
Fdic Zip Top Bank Share Pct
16.8
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,654
Returns2,110
Stub 2
AGI50,554
Returns1,350
Stub 3
AGI64,656
Returns1,050
Soi Zip Total Business Income
24,900
Soi Zip Total Cap Gains
20,060
Soi Zip Total Dividends
12,860
Soi Zip Total Returns
7,800
Top Owner CRD
5930244
Trust Company Affiliate
No

People (4)

4
MCCRACKEN, JAKE, GILCHRIST
IAR · Direct Owner · 87.5%
5930244
York, Trevor, M
IAR · Executive Officer · 2.5%
6800601
Quinn J. Paul McCracken
IAR
6880322
Jacob Charles McConnell
IAR
7267272