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RIVER WEALTH ADVISORS LLC

100 Corporate Center Drive
Suite 102
Camp Hill, Pennsylvania 17011
Tel: 717-888-9830

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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 StatusApproved
Firm CRD#173767
SEC#801-80629
Assets Managed by Firm$1,064,243,971
No. of Clients2257
No. of Advisors17

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 ClientsAUM
Firm Total2257$1,064,243,971
Individuals (other than high net worth individuals)476$182,957,953
High net worth individuals313$825,891,117
Pension and profit sharing plans8$18,391,474
Charitable organizations8$16,483,103
Corporations or other businesses3$20,520,324

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