This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-04-2020
- Office Locations
- 1
Office Locations
About River Wealth Management LLC
River Wealth Management LLC is an Ohio-based RIA providing financial planning and portfolio management for individuals and business owners, with support across tax, estate and legacy planning, retirement plans, and insurance/annuity needs. Portfolios lean heavily on ETFs alongside public funds and fixed income, with risk-management and socially responsible investing themes. Custody is through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT WILLIAM HUFF
Chief Compliance Officer, Managing Member, Registered Representative
- CRD
- #4440866
- Ownership
- Less than 5%
TIMOTHY JAMES PLONSKI
Chief Executive Officer, Managing Member
- CRD
- #5941575
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,392,265 | -- |
| Non-Discretionary | $3,000,000 | -- |
| Total | $86,392,265 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing