$9.9M Total AUM
$9.9M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
17 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-17-2009
- Office Locations
- 1
Office Locations
-- Calabasas CA
About Riverflow Wealth Management, LLC
Riverflow Wealth Management, LLC is a Newbury Park-based RIA. The firm has been operating for 17 years. Managing $9.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Pershing.
Team overview
68 AVG AGE
$9.9M AVG AUM / ADVISOR
$242.1K AVG AUM / CLIENT
17.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
KIRK ANDREW BELL
Owner, Financial Advisor, Managing Member & Chief Compliance Officer
- CRD
- #2754287
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,927,576 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,927,576 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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