B. Riley Wealth Management, based in Los Angeles, California, is part of B. Riley Financial and provides a comprehensive suite of financial services. The firm focuses on wealth management, investment management, and venture capital, extending its expertise across various stages including Series A, B, and D rounds. Their investment portfolio includes companies like Continuous Composites, Salted, and SparkCognition, with investments ranging from early to later stages.
The firm’s investment philosophy emphasizes providing end-to-end financial solutions to address complex client needs. Key decision-makers leverage extensive industry experience to offer advisory services, brokerage, insurance, and tax preparation. B. Riley Wealth Management stands out by combining the stability of a robust financial institution with personalized wealth management services, ensuring clients benefit from a holistic approach to financial planning and investment.
B. Riley Wealth Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Top Investment Stages
Stage Mix
Concentration shown as share of disclosed investments by stage.
B.Riley Financial: LA-based firm offering advisory, wealth management, retail, wholesale, and venture capital.
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