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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-20-2022
- Office Locations
- 1
Office Locations
About North River Wealth Advisors
North River Wealth Advisors is an independent, fee-only fiduciary firm in Pittsburgh serving clients locally and nationwide with customized financial planning and investment management. The team (led by CFP and CFA co-founders) emphasizes values-based guidance, including a biblical-principles approach. Portfolios focus on asset allocation and risk management using public funds and ETFs, with custody support that includes Schwab.
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Owner & Executives
STEPHEN ROBERT BLAHOVEC
PARTNER, Wealth Advisor
- CRD
- #6142438
- Ownership
- 50% but less than 75%
Michael Allen Rausch
Chief Compliance Officer, Investment Advisor, PARTNER
- CRD
- #7515675
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,834,230 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,834,230 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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