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Building 2TAR RIVER WEALTH PLANNING, LLC

Map pinLOUISBURG, NC
Phone919-496-1511
NotebookSEC #801-129188
Total AUM
$401.2M
Employees
9
Clients
483

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
109 N MAIN ST
LOUISBURG
NC 27549-9998
United States
Operating Hours
9-5 M-TH, 9-4 F
Monday - Friday
Phone
919-496-1511
Other Offices
1

ReceiptFinancials

Total AUM
$401.2M
Accounts
1,283
Discretionary
$259.5M
Accounts
944
Non-Discretionary
$141.6M
Accounts
339

ContactClients

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Individual Clients
373
AUM
$100M
HNW Individual Clients
96
AUM
$269.9M
Pension/Profit Sharing Plan Clients
4
AUM
$27.7M
Charitable Organization Clients
6
AUM
$1.3M
Corporation or Business Clients
4
AUM
$2.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMDNCSCTXVA

HandshakeAffiliates

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

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