Riverside Wealth Management, Inc.
Riverside Wealth Management, Inc. (CRD# 140162) is a financial advisory firm headquartered in Wakefield, MA. They manage $35,509,081 in 53 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts53ACCOUNTS
Average Account Value$669,983
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Karla Pippins (CRD# 5131168) is an Investment Advisor Representative working at Riverside Wealth Management, Inc. in Wakefield, MA and has over 12 years of experience in the finance industry.