River Wealth Advisors LLC

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Assets, Funds, Holdings

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River Wealth Advisors LLC
CRD #173767
SEC #801-80629
CIK #0001642570
AUM $1.1 BB (2024-08-13)
Employees 17 (41% Investors, 0% Brokers)
Phone717-888-9830
Address100 Corporate Center Drive
Camp Hill, PA 17011
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
110088066044022002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 37.2
MSFT 1,918,222.4 33.1
NVDA 399,550.0 27.0
GOOGL 1,475,138.5 16.3
AMZN 1,092,997.8 15.8
JPM 340,169.2 12.7
V 419,260.5 12.6
ACN 179,517.0 11.9
LRCX 60,793.2 10.3
ETN 51,598.7 9.3
View All
Holdings by Sector ($MM)
70056042028014002014201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 476 183.0
(b) Individuals (high net worth individuals) 313 825.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 8 18.4
(h) Charitable organizations 8 16.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 20.5
(n) Other 0 0.0
Total 2,257 1,064.2
By Discretionary
Discretionary 2,210 1,039.8
Non-Discretionary 47 24.4
Total 2,257 1,064.2
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 1,063.9
Total 2,257 1,064.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001642570]
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HHM Wealth Advisors LLC
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Sheets Smith Wealth Management
NC 1.1
Anderson Hoagland & Co
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Evermay Wealth Management LLC
VA 1.1
Payne Capital Management LLC
NY 1.1
Kings Path Partners LLC
TX 1.1
James Investment Research Inc
OH 1.1
Calton & Associates Inc
FL 1.1
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