RIVER WEALTH MANAGEMENT LLC

Overview

River Wealth Management LLC is an independent registered investment adviser that concentrates on fee-based financial planning and portfolio management for individuals, families and small businesses, while also offering pension consulting and insurance brokerage services. The firm runs discretionary portfolios for most clients and shows a clear preference for equity exposure, using exchange-traded instruments as the backbone of client accounts. Its client base spans individual and family households as well as institutional relationships, and the adviser charges a mix of percentage-of-AUM fees and fixed fees depending on the engagement. Investment activity centers on liquid public-market equities supplemented by curated alternative allocations and insurance products. The firm’s model pairs traditional portfolio management with planning and limited pension consulting, suggesting a hybrid practice that seeks both wealth accumulation and liability-aware solutions for smaller institutional or plan clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices