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RIVERCHASE WEALTH MANAGEMENT, LLC
CRD 156950 · SEC 801-128962
3419 CROSS TIMBERS ROAD, SUITE 105, FLOWER MOUND, TX, 75028, United States
Phone
(972) 471-9013
Fax
(972) 375-9663
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.5M
Discretionary AUM
$251.5M
Team
5 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $39.6M |
| High net worth individuals | 91 | $211.8M |
| Corporations/business entities | 1 | $114K |
States served
CO, PA, TX
All web addresses on file
Official SEC filing: View on IAPD