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 RIA organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model blends an asset-based percentage with hourly charges. Riverland describes itself as a single-state adviser, does not position as a capital allocator, and does not list active ESG investing among its priorities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
1 of 1
Townsend Phipps
Wealth ManagerCRD 6656230
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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