Riverchase Wealth Management, LLC
Riverchase Wealth Management, LLC (CRD# 156950) is a financial advisory firm headquartered in Flower Mound, TX. They manage $117,026,645 in 381 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Riverchase Wealth Management, LLC
By the Numbers
-
Total Assets Under Management117MILLION
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Total Number of Accounts381ACCOUNTS
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Average Account Value$307,157
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, PA, TX
Financial Advisors at Riverchase Wealth Management, LLC
1
Albert Dean (CRD# 2768409) is an Investment Advisor Representative working at Riverchase Wealth Management, LLC in Flower Mound, TX and has over 26 years of experience in the finance industry.
2
Sean Kelleher (CRD# 2922697) is an Investment Advisor Representative working at Riverchase Wealth Management, LLC in Flower Mound, TX and has over 26 years of experience in the finance industry.
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