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| Happy Holidays!! thanks for using AUM13F!! |
| Riverpoint Wealth Management Holdings LLC
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|---|---|
| CRD # | 168346 |
| SEC # | 801-78487 |
| CIK # | 0001682733 |
| AUM | $747.8 M (2025-07-22) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 312-239-1330 |
| Address | 200 South Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Accenture PLC | 3.7 | ||
| Microsoft Corp | 2.7 | ||
| Apple Inc | 2.6 | ||
| AbbVie Inc | 1.6 | ||
| Thermon Group Holdings Inc | 1.4 | ||
| Goldman Sachs Group Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 7.5 |
| (b) Individuals (high net worth individuals) | 185 | 740.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 983 | 747.8 |
| By Discretionary | ||
| Discretionary | 983 | 747.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 983 | 747.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 747.8 | |
| Total | 983 | 747.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001682733] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rothschild Wealth LLC
✚
|
IL | 0.8 |
|
de Groote Financial Group LLC
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|
CA | 0.8 |
|
Lebenthal Diversified Asset Management Inc
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|
NY | 0.8 |
|
Moody Aldrich Partners LLC
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|
MA | 0.7 |
|
Petra Capital Management Inc
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|
0.7 | |
|
Parkside Advisors LLC
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|
CA | 0.7 |
|
Old Port Advisors Inc
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|
ME | 0.7 |
|
Beacon Financial Group Inc
✚
|
OH | 0.7 |
|
4612 Group LLC
✚
|
GA | 0.7 |
|
The L Warner Companies Inc
✚
|
MD | 0.7 |