RIVER CITY WEALTH MANAGEMENT

Overview

River City Wealth Management is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-AUM fees, hourly fees and fixed fees, and operates as a domestically owned LLC. It is not positioned as a capital allocator or pension consultant and does not self-identify as an active ESG investor. Investment posture is tilted toward pooled public strategies: the firm relies heavily on mutual funds and ETFs for core exposure and shows a notable allocation to a large-cap growth ETF as a primary public equity holding. Direct equity positions are limited relative to ETF exposure, indicating a model that favors diversified, fund-based sleeves rather than concentrated single-stock bets. River City Wealth Management also supplements public-market allocations with third-party alternative funds in real estate and private credit to add income and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices