Riverwater Partners LLC

Riverwater Partners LLC (CRD# 283540) is a financial advisory firm headquartered in Milwaukee, WI. They manage $871,740,008 in 545 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1433 N. Water Street, Suite 303, Milwaukee, WI 53202
https://www.youtube.com/channel/uchduhbrevrviaxpzvnlykta
By the Numbers
  • Total Assets Under Management
    872
    MILLION
  • Total Number of Accounts
    545
    ACCOUNTS
  • Average Account Value
    $1,599,523
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MN, TX, WI

Financial Advisors at Riverwater Partners LLC
Showing 1 - 7 of 7 top financial advisors.
1
Matthew Drvaric, financial advisor Milwaukee WI
Matthew M. Drvaric
CRD#: 5476594
1433 N. Water Street, Suite 303, Milwaukee, WI 53202

Matthew Drvaric (CRD# 5476594) is an Investment Advisor Representative working at Riverwater Partners LLC in Milwaukee, WI and has over 16 years of experience in the finance industry.

2
Nathan Fredrick, financial advisor Milwaukee WI
Nathan Fredrick
CRD#: 7013666
1433 N. Water Street, Suite 303, Milwaukee, WI 53202

Nathan Fredrick (CRD# 7013666) is an Investment Advisor Representative working at Riverwater Partners LLC in Milwaukee, WI and has over 5 years of experience in the finance industry.

3
Janet Grimm, financial advisor Hartland WI
Janet S. Grimm
CRD#: 4382659
140 N. Avenue, Hartland, WI 53029

Janet Grimm (CRD# 4382659) is an Investment Advisor Representative working at Riverwater Partners LLC in Hartland, WI and has over 22 years of experience in the finance industry.

4
Elizabeth Kiefer, financial advisor Milwaukee WI
Elizabeth A. Kiefer
CRD#: 2844068
1433 N. Water Street, Suite 303, Milwaukee, WI 53202

Elizabeth Kiefer (CRD# 2844068) is an Investment Advisor Representative working at Riverwater Partners LLC in Milwaukee, WI and has over 27 years of experience in the finance industry.

5
Adam Peck, financial advisor Milwaukee WI
Adam J. Peck
CRD#: 3217981
1433 N. Water Street, Suite 303, Milwaukee, WI 53202

Adam Peck (CRD# 3217981) is an Investment Advisor Representative working at Riverwater Partners LLC in Milwaukee, WI and has over 17 years of experience in the finance industry.

6
Gregory Wait, financial advisor Milwaukee WI
Gregory D. Wait
CRD#: 1308105
1433 N Water Street, Suite 303, Milwaukee, WI 53202

Gregory Wait (CRD# 1308105) is an Investment Advisor Representative working at Riverwater Partners LLC in Milwaukee, WI and has over 39 years of experience in the finance industry.

7
John Doak, financial advisor Milwaukee WI
John C. Doak
CRD#: 7431241
1433 N. Water Street, Suite 303, Milwaukee, WI 53202

John Doak (CRD# 7431241) is an Investment Advisor Representative working at Riverwater Partners LLC in Milwaukee, WI and has over 2 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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