Eric A. Wiegand

RIVER WEALTH ADVISORS LLC

Allentown, PA 18101

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CRD#: 5206060

Professional summary

Eric Alexander Wiegand, CFP®, who also goes by Eric Alexander Weigand, Eric Wiegand, is a registered financial advisor currently at RIVER WEALTH ADVISORS LLC located in Allentown, Pennsylvania.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Eric has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Alexander Weigand | Eric Wiegand

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CAY GALGON LIFE HOUSE POSITION: Board Member NATURE: Cay Galgon Life House is a shelter that allows for our community to love homeless moms and babies in the Lehigh Valley by providing housing, counseling, and education leading to a life of self-reliance. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2019 ADDRESS: 714 West Broad Street, Bethlehem PA 18018

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Alexander Wiegand's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

May 13, 2020 - Present

RIVER WEALTH ADVISORS LLC

Office #1: 842 W. Hamilton Street Suite 301, Allentown, PA 18101

RIA

CRD#: 6363

VIENNA, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RIVER WEALTH ADVISORS LLC

LAN CAPITAL LLC | RIVER WEALTH ADVISORS LLC

CRD#: 173767 / SEC#: 801-80629

RIA

Registered Investment Advisory firm - (11/28/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/13/2020)

IAR

Texas
(11/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/19/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/2/2006

General Securities Representative Examination

Current Firm

RIVER WEALTH ADVISORS LLC

LAN CAPITAL LLC | RIVER WEALTH ADVISORS LLC

CRD#: 173767 / SEC#: 801-80629

RIA

Registered Investment Advisory firm - (11/28/2014 Approved)

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Contact information

Main Address

100 Corporate Center Drive Suite 102, Camp Hill, PA 17011

Mailing Address

Phone number

(717) 888-9830

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIVER WEALTH ADVISORS LLC FORM ADV PART 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,422
AUM (Assets Under Management)	$ 1,257,151,714

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eric A. Wiegand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Alexander Wiegand's CRS (Customer Relationship Summary).

Certified licenses

Experience

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

RIVER WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2006

SIE

Date: 10/1/2018

Series 7

Date: 11/2/2006

Current Firm

RIVER WEALTH ADVISORS LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIVER WEALTH ADVISORS LLC

TRUST BUT VERIFY

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