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| Riverchase Wealth Management LLC
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|---|---|
| CRD # | 156950 |
| SEC # | 801-128962 |
| CIK # | 0002055985 |
| AUM | 251.5 M (2026-04-07) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 972-471-9013 |
| Address | 3419 Cross Timbers Road Flower Mound, TX 75028 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055985 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wells Fargo & Co/MN | 2.0 | ||
| AbbVie Inc | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 39.6 |
| (b) Individuals (high net worth individuals) | 91 | 211.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 572 | 251.5 |
| By Discretionary | ||
| Discretionary | 572 | 251.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 572 | 251.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.5 | |
| Total | 572 | 251.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055985] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail |
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|---|---|---|
|
Fischer Investment Strategies LLC
✚
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Talisman Wealth Advisors LLC
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Windward Wealth Strategies Inc
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Cassia Capital Partners LLC
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Peterson Wealth Management LLC
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Windle Wealth LLC
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HMM Group LLC
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