Riverside Wealth Management, Inc.

Riverside Wealth Management, Inc. (CRD# 140162) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $63,735,401 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
777 S. Flagler Drive, Suite 800, West Tower, West Palm Beach, FL 33401
http://www.riversidewm.com
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $995,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Riverside Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Karla Pippins, financial advisor West Palm Beach FL
Karla R. Pippins
CRD#: 5131168
777 S. Flagler Drive, Suite 800, West Tower, West Palm Beach, FL 33401

Karla Pippins (CRD# 5131168) is an Investment Advisor Representative working at Riverside Wealth Management, Inc. in West Palm Beach, FL and has over 18 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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