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Home > Retirement Planners > wisconsin > milwaukee > RIVERWATER PARTNERS LLC
RIVERWATER PARTNERS LLC
1433 N. Water Street
Suite 303
Milwaukee, Wisconsin 53202
Tel: 414-858-8000
About RIVERWATER PARTNERS LLC
RIVERWATER PARTNERS LLC, formally registered with the SEC as RIVERWATER PARTNERS LLC. The firm was established in 11/14/2019. They have over 1 offices throughout the country.
RIVERWATER PARTNERS LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $871,740,008 assets under management, offering retirement planning & investment advisory services to 545 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283540 |
| SEC# | 801-117635 |
| Assets Managed by Firm | $871,740,008 |
| No. of Clients | 545 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
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 | 545 | $871,740,008 |
| Individuals (other than high net worth individuals) | 62 | $7,952,945 |
| High net worth individuals | 106 | $431,404,003 |
| Pension and profit sharing plans | 5 | $347,870,250 |
| Charitable organizations | 14 | $57,578,942 |
| Other investment advisers | 5 | $26,787,160 |
| Corporations or other businesses | 2 | $146,708 |
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