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| River Wealth Advisors LLC
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| |
|---|---|
| CRD # | 173767 |
| SEC # | 801-80629 |
| CIK # | 0001642570 |
| AUM | $1.1 BB (2024-08-13) |
| Employees | 17 (41% Investors, 0% Brokers) |
| Phone | 717-888-9830 |
| Address | 100 Corporate Center Drive Camp Hill, PA 17011 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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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