Riverflow Wealth Management, LLC

Overview

Riverflow Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm mixes advisory work with brokerage and insurance distribution—its advisors act as registered representatives of a broker-dealer and as insurance brokers—so implementation can include both advisory accounts and commissionable insurance or brokerage solutions. Advisory capabilities listed include financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. Investment practice skews toward public equities as the primary portfolio sleeve. The firm is not an active ESG investor and does not function as a capital allocator or operator of pooled investment vehicles; instead, it allocates client assets across third-party managers and readily traded securities. Fee arrangements are flexible: percentage of AUM plus hourly and fixed-fee engagements are used depending on client need.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices