River Wealth Management LLC

River Wealth Management LLC (CRD# 309167) is a financial advisory firm headquartered in Westlake, OH. They manage $69,713,000 in 462 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
30400 Detroit Road, Suite 305, Westlake, OH 44145
https://www.linkedin.com/in/scott-huff-4a910013/
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $150,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, PA

Financial Advisors at River Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott Huff, financial advisor Westlake OH
Scott W. Huff
CRD#: 4440866
30400 Detroit Road, Suite 305, Westlake, OH 44145

Scott Huff (CRD# 4440866) is an Investment Advisor Representative working at River Wealth Management LLC in Westlake, OH and has over 18 years of experience in the finance industry.

2
Timothy Plonski, financial advisor Westlake OH
Timothy J. Plonski
CRD#: 5941575
30400 Detroit Road, Suite 305, Westlake, OH 44145

Timothy Plonski (CRD# 5941575) is an Investment Advisor Representative working at River Wealth Management LLC in Westlake, OH and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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