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Building 2RIVERCHASE WEALTH MANAGEMENT, LLC

Map pinFLOWER MOUND, TX
Phone(972) 471-9013
NotebookSEC #801-128962
Total AUM
$251.5M
Employees
5
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3419 CROSS TIMBERS ROAD
SUITE 105
FLOWER MOUND
TX 75028
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(972) 471-9013
Other Offices
1

ReceiptFinancials

Total AUM
$251.5M
Accounts
572
Discretionary
$251.5M
Accounts
572
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
78
AUM
$39.6M
HNW Individual Clients
91
AUM
$211.8M
Corporation or Business Clients
1
AUM
$113.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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