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Building 2RIVERSTONE WEALTH MANAGEMENT

Map pinAUSTIN, TX
Phone512-476-5554
NotebookSEC #801-63700
Total AUM
$380.4M
Employees
23
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7801 CAPITAL OF TEXAS HWY
SUITE 310
AUSTIN
TX 78731
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
512-476-5554

ReceiptFinancials

Total AUM
$380.4M
Accounts
2,732
Discretionary
$215.6M
Accounts
988
Non-Discretionary
$164.8M
Accounts
1,744

ContactClients

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CACOFLLANMNYTXVAWAWI

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

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