River Wealth Advisors LLC

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River Wealth Advisors LLC ✚
CRD #	173767
SEC #	801-80629
CIK #
AUM	$491.5 MM (100% Disc, 100% US)
Employees	12 (58% Investors, 0% Brokers)
Phone	717-888-9830
Address	3401 North Front Street Harrisburg, PA 17110
Source	IAPD Website Facebook

Total AUM ($BB)

Sector	Holding	Cap ($MM)	Value ($MM)
	BND		10.3
	AAPL	843,560.0	6.7
	IJJ		5.6
	EFA		5.3
	JPM	341,670.0	4.6
	CWB		4.6
	SYK	70,520.0	4.5
	CVX	234,890.0	4.0
	BBT	38,120.0	4.0
	HUN	5,580.0	3.8
View All

Holdings by Sector ($BB)

[{"dt": "2016-01-19", "sector": "Basic Industries", "value": 0.010093}, {"dt": "2016-01-19", "sector": "Capital Goods", "value": 0.012627}, {"dt": "2016-01-19", "sector": "Consumer Durables", "value": 0.000787}, {"dt": "2016-01-19", "sector": "Consumer Non-Durables", "value": 0.008345}, {"dt": "2016-01-19", "sector": "Consumer Services", "value": 0.00913}, {"dt": "2016-01-19", "sector": "Energy", "value": 0.014946}, {"dt": "2016-01-19", "sector": "Exchange-Traded Fund", "value": 0.015463}, {"dt": "2016-01-19", "sector": "Finance", "value": 0.017994}, {"dt": "2016-01-19", "sector": "Health Care", "value": 0.024638}, {"dt": "2016-01-19", "sector": "Miscellaneous", "value": 0.00251}, {"dt": "2016-01-19", "sector": "n/a", "value": 0}, {"dt": "2016-01-19", "sector": "Public Utilities", "value": 0.009541}, {"dt": "2016-01-19", "sector": "Technology", "value": 0.015061}, {"dt": "2016-01-19", "sector": "Transportation", "value": 0.000709}, {"dt": "2017-02-17", "sector": "Basic Industries", "value": 0.013447}, {"dt": "2017-02-17", "sector": "Capital Goods", "value": 0.012426}, {"dt": "2017-02-17", "sector": "Consumer Durables", "value": 0.000607}, {"dt": "2017-02-17", "sector": "Consumer Non-Durables", "value": 0.009393}, {"dt": "2017-02-17", "sector": "Consumer Services", "value": 0.012009}, {"dt": "2017-02-17", "sector": "Energy", "value": 0.019143}, {"dt": "2017-02-17", "sector": "Exchange-Traded Fund", "value": 0.032204}, {"dt": "2017-02-17", "sector": "Finance", "value": 0.029275}, {"dt": "2017-02-17", "sector": "Health Care", "value": 0.024378}, {"dt": "2017-02-17", "sector": "Miscellaneous", "value": 0.003495}, {"dt": "2017-02-17", "sector": "n/a", "value": 0.000123}, {"dt": "2017-02-17", "sector": "Public Utilities", "value": 0.011672}, {"dt": "2017-02-17", "sector": "Technology", "value": 0.016843}, {"dt": "2017-02-17", "sector": "Transportation", "value": 0.002314}, {"dt": "2018-02-09", "sector": "Basic Industries", "value": 0.015325}, {"dt": "2018-02-09", "sector": "Capital Goods", "value": 0.01718}, {"dt": "2018-02-09", "sector": "Consumer Durables", "value": 0.000681}, {"dt": "2018-02-09", "sector": "Consumer Non-Durables", "value": 0.011678}, {"dt": "2018-02-09", "sector": "Consumer Services", "value": 0.015389}, {"dt": "2018-02-09", "sector": "Energy", "value": 0.014701}, {"dt": "2018-02-09", "sector": "Exchange-Traded Fund", "value": 0.046244}, {"dt": "2018-02-09", "sector": "Finance", "value": 0.034984}, {"dt": "2018-02-09", "sector": "Health Care", "value": 0.028036}, {"dt": "2018-02-09", "sector": "Miscellaneous", "value": 0.007179}, {"dt": "2018-02-09", "sector": "n/a", "value": 0}, {"dt": "2018-02-09", "sector": "Public Utilities", "value": 0.010872}, {"dt": "2018-02-09", "sector": "Technology", "value": 0.025059}, {"dt": "2018-02-09", "sector": "Transportation", "value": 0.002326}]

Comparable Firms	State	AUM ($BB)
Liquid Strategies LLC ✚	GA	0.5
Modern Portfolio Management Inc ✚	OH	0.5
Columbus Macro LLC ✚	PA	0.5
DL Carlson Investment Group Inc ✚	NH	0.5
Midwest Financial Partners Investments Inc ✚	MN	0.5
The Wealth Collaborative Inc ✚	CA	0.5
Pillar Financial Advisors Inc ✚	MA	0.5
Smith & Howard Wealth Management LLC ✚	GA	0.5
Hickory Point Bank & Trust FSB ✚	IL	0.5
Gateway Advisory LLC ✚	NJ	0.5

River Wealth Advisors LLC

Assets, Funds, Holdings