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Riverchase Wealth Management, LLC

● SEC registered since 2023CRD 156950SEC# 801-128962Flower Mound, TX
Export (members)
Reg. AUM
$212M
Employees
5
Accounts
537
Location
Flower Mound, TX

Riverchase Wealth Management, LLC assets under management

Riverchase Wealth Management, LLC operates as an SEC-registered investment adviser based in Flower Mound, TX. The firm has been registered since 2023. It reports $212 million in regulatory assets under management and employs 5 people.

Riverchase Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Albert Everett Dean ControlManager50-75%2011
Sean Paul Kelleher ControlManager/Chief Compliance Officer50-75%2011

Frequently asked questions

How much does Riverchase Wealth Management, LLC manage?

Riverchase Wealth Management, LLC reports $212 million in regulatory assets under management on its Form ADV.

How many employees does Riverchase Wealth Management, LLC have?

Riverchase Wealth Management, LLC reports 5 employees.

Where is Riverchase Wealth Management, LLC located?

Riverchase Wealth Management, LLC is based in Flower Mound, TX and has been SEC-registered since 2023.

Does Riverchase Wealth Management, LLC disclose fund performance?

Riverchase Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3419 Cross Timbers Road, Suite 105, Flower Mound, TX 75028
Phone(972) 471-9013
Fax(972) 375-9663
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$212M
Non-discretionary$0
Total (RAUM)$212M