River Wealth Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
River Wealth Advisors LLC
CRD #173767
SEC #801-80629
CIK #
AUM $491.5 MM (100% Disc, 100% US)
Employees12 (58% Investors, 0% Brokers)
Phone717-888-9830
Address3401 North Front Street
Harrisburg, PA 17110
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($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 ($BB)
Comparable Firms State AUM ($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