Riverpath Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 226671
- Registered since
- October 31, 2019
- Custodians
- CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI48.46%
- Pension & Profit Sharing Plans37.58%
- Individuals12%
- Corporations / Businesses1.96%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Riverpath Investments LLC is a privately owned LLC that registered with the SEC in 2019. The firm serves both individual & family clients and institutional clients, charging fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and includes pension consulting services. In addition to advisory services, Riverpath operates as an insurance broker and lists an affiliation with an insurance company. The firm is not positioned as a capital allocator or sponsor and does not identify as an active ESG investor.
Assets & Accounts
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 Funds64%
- Other35%
- Exchange Traded Equities1%
Owners & executives
1 of 1Daniel Weiler
Managing Member And Chief Compliance OfficerCRD 2315966
Contacts
3 of 4John Kelly
Senior DirectorCRD 1114573
Brayden Cleland
CRD 7692063
Tim Brockway
OwnerCRD 2837923
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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