Overview
Assets Under Management: $251 million
Headquarters: FLOWER MOUND, TX
High-Net-Worth Clients: 91
Average Client Assets: $2.3 million
Frequently Asked Questions
RIVERCHASE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156950), RIVERCHASE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
RIVERCHASE WEALTH MANAGEMENT, LLC is headquartered in FLOWER MOUND, TX.
RIVERCHASE WEALTH MANAGEMENT, LLC serves 91 high-net-worth clients according to their SEC filing dated April 07, 2026. View client details ↓
According to their SEC Form ADV, RIVERCHASE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
RIVERCHASE WEALTH MANAGEMENT, LLC manages $251 million in client assets according to their SEC filing dated April 07, 2026.
According to their SEC Form ADV, RIVERCHASE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.23%
Average Client Assets: $2.3 million
Total Client Accounts: 572
Discretionary Accounts: 572
Regulatory Filings
CRD Number: 156950
Filing ID: 2092343
Last Filing Date: 2026-04-07 11:24:30