CRD: 140162
Riverside Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-26-2006
- Office Locations
- 2
Office Locations
About Riverside Wealth Management, Inc.
Riverside Wealth Management is a boutique advisor serving a select ultra-high-net-worth clientele—family stewards, professional athletes, and successful women—with consultative wealth planning that extends beyond investments. Portfolios follow a research-driven, long-term approach emphasizing broad global diversification, tax efficiency, and low-turnover implementation via SMAs, institutional funds, and ETFs. Led by founder Karla Rossetti Pippins (CFP®, SE-AWMA℠); custody includes Schwab and Fidelity/NFS.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Owner & Executives
KARLA ROSSETTI PIPPINS
Chief Compliance Officer, FOUNDER, President, Secretary, TREASURER, Wealth Advisor
- CRD
- #5131168
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Tucker R Smith
--
- CRD
- #8191413
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,011,636 | -- |
| Non-Discretionary | $60,321,909 | -- |
| Total | $106,333,545 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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