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| Keyboard |
| Riverpath Investments LLC
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|---|---|
| CRD # | 226671 |
| SEC # | 801-117564 |
| CIK # | |
| AUM | 362.9 M (2026-01-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 916-467-9290 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 43.5 |
| (b) Individuals (high net worth individuals) | 71 | 175.9 |
| (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 | 42 | 136.4 |
| (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 | 4 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 362.9 |
| By Discretionary | ||
| Discretionary | 21 | 6.6 |
| Non-Discretionary | 472 | 356.3 |
| Total | 493 | 362.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.9 | |
| Total | 493 | 362.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shelton Wealth Management LLC
✚
|
TX | 364.5 M |
|
Invenio Wealth Partners LLC
✚
|
FL | 364.0 M |
|
Croak Asset Management LLC
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|
OH | 363.9 M |
|
Horizon Investment Services LLC
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|
IN | 363.8 M |
|
Decisionmap Wealth Management LLC
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|
VA | 363.4 M |
|
Greenfield Seitz Capital Management LLC
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|
TX | 363.4 M |
|
Leclair Wealth Partners LLC
✚
|
OH | 363.0 M |
|
Motive Wealth Advisors LLC
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|
MI | 362.6 M |
|
Income Focus Portfolio Management LLC
✚
|
WY | 362.5 M |
|
Dynamic Market Advantage LLC
✚
|
KY | 361.9 M |