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RIVERSIDE WEALTH MANAGEMENT, INC.
RIVERSIDE WEALTH MANAGEMENT
CRD 140162
515 N. FLAGLER DRIVE, SUITE 350, WEST PALM BEACH, FL, 33401, United States
Phone
561-270-6880
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$106.3M
Discretionary AUM
$46.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $356K |
| High net worth individuals | 12 | $89.7M |
| Charitable organizations | 3 | $1.9M |
| Corporations/business entities | 5 | $14.4M |
All web addresses on file
Official SEC filing: View on IAPD