CRD: 319630
Rising Tide Wealth Advisory Solutions LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-26-2022
- Office Locations
- 1
Office Locations
About Rising Tide Wealth Advisory Solutions LLC
Rising Tide Wealth Advisory Solutions is a St. Louis-based fiduciary wealth manager that works with both investors and fellow advisors to improve portfolio efficiency, reduce hidden costs, and implement sound investment strategies. Led by founder Ryan Bouchard (CFA, CFP, CEPA, AIF) with 25+ years in investment research and portfolio management, the firm pairs planning with disciplined investment oversight and publishes regular market commentary. Custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
RYAN THOMAS BOUCHARD
Chief Compliance Officer, FOUNDER, Investment Advisor
- CRD
- #4673891
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,167,280 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,167,280 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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