RIVERPOINT WEALTH MANAGEMENT
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 168346
- Registered since
- September 10, 2013
- Website
- riverpointwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.32%
- Individuals1.68%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Riverpoint Wealth Management is an independent registered investment adviser organized as a limited liability company and operating since 2013. The firm serves primarily individual and family clients and positions itself as a capital allocator, sourcing and placing client capital into external managers and funds in addition to running in-house portfolio management. Revenue is generated through a mix of asset-based fees and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Riverpoint is not identified as an active ESG investor.
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds36%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 4TIMOTHY MCGRATH
Managing PartnerCRD 1950510
Noah Shidlofsky
Financial Planning AssociateCRD 7555063
PAUL MERRICK
Senior Wealth ManagerCRD 4769186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$463M in ETFs
93%
$432M
6%
$31M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC) | Goldman Sachs | Passive | Large Blend | $80.9M | 646,369 | 17.48% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 200 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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