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RIVERCHASE WEALTH MANAGEMENT, LLC
3419 Cross Timbers Road
Suite 105
Flower Mound, Texas 75028
Tel: (972) 471-9013
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 Status | Approved |
|---|---|
| Firm CRD# | 156950 |
| SEC# | 801-128962 |
| Assets Managed by Firm | $117,026,645 |
| No. of Clients | 381 |
| No. of Advisors | 6 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 381 | $117,026,645 |
| Individuals (other than high net worth individuals) | 79 | $41,922,847 |
| High net worth individuals | 46 | $75,011,879 |
| Corporations or other businesses | 1 | $91,919 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
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