Riverland Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 328424
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI53.15%
- Individuals46.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Riverland Wealth Management is an independent, individually owned registered investment adviser organized as a limited liability company that focuses on serving individual and family clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management and hourly billing. The firm is not positioned as an ESG-focused manager, is not a multi-state adviser per the available data, and does not identify as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities13%
- Cash & Cash Equivalents13%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Elizabeth Chapman
Chief Compliance OfficerCRD 7646636
Contacts
2 of 2
Townsend Phipps
Wealth ManagerCRD 6656230

Peyton Smith
Account ExecutiveCRD 8265747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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