W
$23.6M Total AUM
$23.6M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-19-2021
- Office Locations
- 2
Office Locations
-- Austin TX
-- Cedar Park TX
About White River Investments
White River Investments is an Austin, TX RIA serving retail clients, including entrepreneurs, with financial/wealth planning and discretionary asset management. Portfolios emphasize fixed income—especially U.S. government/agency bonds—alongside ETFs and public funds, with planning support across tax, estate, retirement and insurance. Custody is held at Charles Schwab.
Team overview
42 AVG AGE
$11.8M AVG AUM / ADVISOR
$588.8K AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHRISTI LYNN VAN RITE
Chief Compliance Officer, Consultant, Managing Member, Owner
- CRD
- #4946835
- Ownership
- 75% or more
Available
Available
Available
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M
MICHELLE GARLAND DEAL
--
- CRD
- #4135475
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,552,091 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,552,091 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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