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RIVER WEALTH MANAGEMENT LLC
CRD 309167
5054 PARAMOUNT BLVD., MEDINA, OH, 44256, United States
Phone
216-600-8175
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$86.4M
Discretionary AUM
$83.4M
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 186 | $30.0M |
| High net worth individuals | 46 | $52.7M |
| Pension/profit sharing plans | 8 | $3.4M |
| Charitable organizations | 1 | $31K |
| Corporations/business entities | 2 | $250K |
All web addresses on file
Official SEC filing: View on IAPD