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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2013
- Office Locations
- 1
Office Locations
About Riverpoint Wealth Management
Riverpoint Wealth Management is an independently owned, nationally registered RIA providing investment management and comprehensive financial planning for client families. The team uses a disciplined process to deliver institutional-style strategies to individuals, with planning spanning retirement, education, cash flow, tax, estate/legacy, and insurance reviews. Advisors have been quoted in reputable news outlets; custody relationships include Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY PATRICK MCGRATH
Chief Compliance Officer, Managing Member, Partner
- CRD
- #1950510
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Kyle Edmond McGrath
Wealth Advisor
- CRD
- #6300391
PAUL STEPHEN MERRICK
Wealth Manager
- CRD
- #4769186
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $906,237,138 | $854,941 |
| Non-Discretionary | $0 | -- |
| Total | $906,237,138 | $854,941 |
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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 |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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