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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