Westriver Management, LLC

Westriver Management, LLC (CRD# 161921) is a financial advisory firm headquartered in Kirkland, WA. They manage $1,639,519,025 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,640
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $37,261,796
Compensation Options
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Westriver Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Craig L. Caukin
CRD#: 5634700
Boulder, CO
93
Wealthminder
score

Craig Caukin (CRD# 5634700) is an Investment Advisor Representative working at Westriver Management, LLC in Boulder, CO and has over 9 years of experience in the finance industry.

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