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RIVERPOINT WEALTH MANAGEMENT
RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC
CRD 168346 · SEC 801-78487
200 SOUTH WACKER DRIVE, SUITE 2330, CHICAGO, IL, 60606, United States
Phone
312-239-1330
Fax
312-239-1333
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$906.2M
Discretionary AUM
$906.2M
Team
6 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $15.2M |
| High net worth individuals | 150 | $891.0M |
States served
CA, CO, IL, MI, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD