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- Custodian
- Charles Schwab & Company · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-24-2014
- Office Locations
- 3
Office Locations
About Riverglades Family Offices, LLC
RiverGlades Family Offices is an RIA serving affluent individuals, multigenerational families, and nonprofits/foundations with a holistic wealth-management approach that combines portfolio management with tax and estate planning guidance, cash-flow monitoring, and customized performance/risk reporting. Implementation spans public funds and ETFs plus selective private deals and niche investments. A distinctive touch is its “salon-style” peer and expert discussions; custody includes Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
PAUL J. MARINELLI III
President
- CRD
- #4670011
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PAUL J. MARINELLI III
President
- CRD
- #4670011
BERTRAM TEMPLIN MARTIN III
Chief Executive Officer
- CRD
- #5621276
Showing 2 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,798,897 | $1,126,108 |
| Non-Discretionary | $44,582,751 | $1,036,808 |
| Total | $221,381,648 | $1,106,908 |
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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 |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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