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RIVERWATER PARTNERS LLC
CRD 283540 · SEC 801-117635
1433 N. WATER STREET, SUITE 303, MILWAUKEE, WI, 53202, United States
Phone
414-858-8000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$660.9M
Discretionary AUM
$434.5M
Team
11 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $17.0M |
| High net worth individuals | 87 | $462.6M |
| Charitable organizations | 15 | $76.7M |
| Other investment advisers | 7 | $104.0M |
| Corporations/business entities | 2 | $492K |
States served
IL, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD