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RIVERCHASE WEALTH MANAGEMENT, LLC

3419 Cross Timbers Road
Suite 105
Flower Mound, Texas 75028
Tel: (972) 471-9013

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About RIVERCHASE WEALTH MANAGEMENT, LLC

RIVERCHASE WEALTH MANAGEMENT, LLC, formally registered with the SEC as RIVERCHASE WEALTH MANAGEMENT, LLC. The firm was established in 10/25/2023. They have over 2 offices throughout the country.

RIVERCHASE WEALTH MANAGEMENT, LLC is a Flower Mound, Texas based Financial Planning firm with nearly $117,026,645 assets under management, offering retirement planning & investment advisory services to 381 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#156950
SEC#801-128962
Assets Managed by Firm$117,026,645
No. of Clients381
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total381$117,026,645
Individuals (other than high net worth individuals)79$41,922,847
High net worth individuals46$75,011,879
Corporations or other businesses1$91,919

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