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RIVERPOINT WEALTH MANAGEMENT
200 South Wacker Drive
Suite 2330
Chicago, Illinois 60606
Tel: 312-239-1330
About RIVERPOINT WEALTH MANAGEMENT
RIVERPOINT WEALTH MANAGEMENT, formally registered with the SEC as RIVERPOINT WEALTH MANAGEMENT. The firm was established in 09/10/2013. They have over 1 offices throughout the country.
RIVERPOINT WEALTH MANAGEMENT is a Chicago, Illinois based Financial Planning firm with nearly $747,803,093 assets under management, offering retirement planning & investment advisory services to 983 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168346 |
| SEC# | 801-78487 |
| Assets Managed by Firm | $747,803,093 |
| No. of Clients | 983 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 983 | $747,803,093 |
| Individuals (other than high net worth individuals) | 22 | $7,497,141 |
| High net worth individuals | 185 | $740,305,952 |
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