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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-31-2024
- Office Locations
- 1
Office Locations
About Riverland Wealth Management
Riverland Wealth Management is a Maumelle, Arkansas-based advisory firm providing personalized investment planning and wealth management for families, including Roth IRA setup/investing and 401(k)/403(b) rollover support. Led by owner and CCO Townsend Phipps (a SmartVestor Pro through Dave Ramsey), the firm emphasizes tailored strategies and long-term relationships and serves clients in Arkansas, Oklahoma, and Texas.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TOWNSEND PHILLIP PHIPPS
Chief Compliance Officer, Investment Advisor
- CRD
- #6656230
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Elizabeth Ashley Chapman
--
- CRD
- #7646636
Peyton Smith
--
- CRD
- #8265747
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,337,199 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,337,199 | -- |
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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 |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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