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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-27-2016
- Office Locations
- 1
Office Locations
About Riverwater Partners LLC
Riverwater Partners is a Milwaukee-based fiduciary offering responsible wealth management for individuals, families, nonprofits, and institutions, plus asset management through three actively managed, sustainable small-cap equity separate account strategies. The firm is a Certified B Corp and emphasizes investing alongside clients; supports both retail and institutional distribution (including platforms like Schwab).
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Owner & Executives
ADAM JONATHAN PECK
Chief Investment Officer
- CRD
- #3217981
- Ownership
- 25% but less than 50%
LAURA LEIGH PECK
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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John Connor Doak
Investment Analyst
- CRD
- #7431241
Nathan Fredrick
Portfolio Manager
- CRD
- #7013666
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $434,482,913 | $936,386 |
| Non-Discretionary | $226,383,112 | $2,695,037 |
| Total | $660,866,025 | $1,205,960 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | 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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