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B. Riley Wealth Management
AddedFeb 13, 2024
UpdatedJun 28, 2026
B. Riley Wealth Management

B. Riley Wealth Management

Operating

B.Riley Financial: LA-based firm offering advisory, wealth management, retail, wholesale, and venture capital.

Location
Los Angeles, CA, US
Founded
1996
Firm
Compare
Portfolio
Employees
Website

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

Total Investments3
Current Portfolio Count3
Total Portfolio Exits0

Top Investment Stages

Series A1 (33.3%)
Series B1 (33.3%)
Series D1 (33.3%)

Stage Mix

Series A 33%Series B 33%Series D 33%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Salted logo

Salted

SparkCognition logo

SparkCognition

Continuous Composites logo

Continuous Composites

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B. Riley Wealth Management - Classification

NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 5 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523910Miscellaneous Intermediation
SIC
  • 6000Depository Institutions
  • 6790Miscellaneous Investing
  • 6799Investors, Not Elsewhere Classified