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RIVER WEALTH ADVISORS LLC
100 Corporate Center Drive
Suite 102
Camp Hill, Pennsylvania 17011
Tel: 717-888-9830
About RIVER WEALTH ADVISORS LLC
RIVER WEALTH ADVISORS LLC, formally registered with the SEC as RIVER WEALTH ADVISORS LLC. The firm was established in 11/28/2014. They have over 2 offices throughout the country.
RIVER WEALTH ADVISORS LLC is a Camp Hill, Pennsylvania based Financial Planning firm with nearly $1,064,243,971 assets under management, offering retirement planning & investment advisory services to 2257 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173767 |
| SEC# | 801-80629 |
| Assets Managed by Firm | $1,064,243,971 |
| No. of Clients | 2257 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2257 | $1,064,243,971 |
| Individuals (other than high net worth individuals) | 476 | $182,957,953 |
| High net worth individuals | 313 | $825,891,117 |
| Pension and profit sharing plans | 8 | $18,391,474 |
| Charitable organizations | 8 | $16,483,103 |
| Corporations or other businesses | 3 | $20,520,324 |
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