CRD: 156950
Riverchase Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-25-2011
- Office Locations
- 2
Office Locations
About Riverchase Wealth Management, LLC
Riverchase Wealth Management is a fee-only fiduciary RIA delivering integrated financial planning and investment management, with in-house tax planning and preparation, estate/legacy coordination, and insurance/risk management. The firm works with executives and professionals (including stock options/RSUs), pre-retirees/retirees, business owners, and clients navigating sudden wealth. Based in Flower Mound, TX with a Pittsburgh team, serving clients nationwide; all advisors are CFP®s and IRS Enrolled Agents.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALBERT EVERETT DEAN III
Certified Financial Planner, Manager
- CRD
- #2768409
- Ownership
- 50% but less than 75%
SEAN PAUL KELLEHER
Chief Compliance Officer, Manager, Principal
- CRD
- #2922697
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JACO JORDAAN
Wealth Manager
- CRD
- #2788224
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,469,812 | $439,633 |
| Non-Discretionary | $0 | -- |
| Total | $251,469,812 | $439,633 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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