R
$362.9M Total AUM
$6.6M Disc. AUM
17.9% 3Y CAGR
5 Employees
232 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-03-2015
- Office Locations
- 5
Office Locations
1024 Iron Point Road Suite 100 - 1490 Folsom CA
1792 Tribute Road Suite 270 Sacramento CA
-- Bend OR
About Riverpath Investments LLC
Riverpath Investments LLC is a EL Dorado Hills-based RIA with 5 offices. The firm has been operating for 10 years. Managing $362.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and John Hancock.
Team overview
60 AVG AGE
$121.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
8.8 yrs AVG TENURE
5 Employees
3 Advisory Reps
5 RIA Reps
10yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DANIEL JAY WEILER
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2315966
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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T
TIM AARON BROCKWAY
--
- CRD
- #2837923
Available
Available
Available
Brayden Todd Cleland
Financial Advisor
- CRD
- #7692063
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,619,638 | $315,221 |
| Non-Discretionary | $356,300,031 | $754,873 |
| Total | $362,919,669 | $736,145 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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