RIVERCHASE WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2023

Total AUM

$251M

Discretionary

$251M

100% of AUM

Avg account

$440K

Accounts

572

Employees

Advisory reps

Firm details

Headquarters: FLOWER MOUND, Texas
CRD number: 156950
Registered since: October 25, 2023
Website: www.riverchasewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI84.23%
Individuals15.73%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Riverchase Wealth Management, LLC is an independent registered investment adviser that serves high-net-worth individuals, families and select institutional clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and also provides pension consulting and selection-of-other-advisers services. As a capital allocator, Riverchase mixes pooled public funds with third‑party alternative managers rather than relying solely on in‑house private investment vehicles. Fee arrangements include asset‑based fees and fixed fees, and the firm also operates an accounting practice that complements its advisory work. Riverchase does not identify as an active ESG investor. The firm maintains a modest institutional footprint while focusing on tailored wealth management and advisory relationships.