Riverwater Partners LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 283540
- Registered since
- November 14, 2019
- Website
- riverwaterpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI69.99%
- Other Investment Advisers15.74%
- Charitable Organizations11.61%
- Individuals2.58%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Riverwater Partners LLC is an independent, owner-controlled registered investment adviser that has been SEC-registered since 2019. The firm serves both individuals and families as well as institutional clients, providing financial planning and portfolio management for individuals, small businesses, and institutions. Its pricing combines AUM-based fees with hourly billing. Riverwater does not present itself as an active ESG investor and is not positioned as a capital allocator to direct private deals.
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 Funds50%
- Exchange Traded Equities33%
- State & Local Bonds7%
- Private Funds6%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$99.5M in ETFs
52%
$52.1M
38%
$47.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CONVERGENCE LONG/SHORT EQUITY ETF (CLSE) | Active | Long Short Equity | $17.2M | 506,995 | 17.33% |
Location
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 1433 N Water St
- Time zone
- CT (UTC-6)
- Office locations
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