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Building 2RIVER SOURCE WEALTH MANAGEMENT, LLC

Map pinWAYNESVILLE, NC
Phone828-452-1288
NotebookSEC #801-70474
Total AUM
$235.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
168 TATE STREET
WAYNESVILLE
NC 28786
United States
Operating Hours
8:30 AM - 4:30PM
Monday - Friday
Phone
828-452-1288

ReceiptFinancials

Total AUM
$235.6M
Accounts
1,273
Discretionary
$187.6M
Accounts
1,192
Non-Discretionary
$48M
Accounts
81

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNC

HandshakeAffiliates

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

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