River Source Wealth Management, LLC
River Source Wealth Management, LLC (CRD# 150852) is a financial advisory firm headquartered in Waynesville, NC. They manage $235,569,563 in 1,273 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
River Source Wealth Management, LLC
By the Numbers
-
Total Assets Under Management236MILLION
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Total Number of Accounts1,273ACCOUNTS
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Average Account Value$185,051
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD, NC
Financial Advisors at River Source Wealth Management, LLC
No Advisor Found.
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