Riverchase Wealth Management, LLC
● SEC registered since 2023CRD 156950SEC# 801-128962Flower Mound, TX
Reg. AUM
$251.5M
Employees
5
Accounts
572
Location
Flower Mound, TX
Riverchase Wealth Management, LLC assets under management
Riverchase Wealth Management, LLC operates as an SEC-registered investment adviser based in Flower Mound, TX. The firm has been registered since 2023. It reports $251.5 million in regulatory assets under management and employs 5 people.
Riverchase Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Albert Everett Dean Control | Manager | 50-75% | 2011 |
| Sean Paul Kelleher Control | Manager/Chief Compliance Officer | 50-75% | 2011 |
Frequently asked questions
How much does Riverchase Wealth Management, LLC manage?
Riverchase Wealth Management, LLC reports $251.5 million in regulatory assets under management on its Form ADV.
How many employees does Riverchase Wealth Management, LLC have?
Riverchase Wealth Management, LLC reports 5 employees.
Where is Riverchase Wealth Management, LLC located?
Riverchase Wealth Management, LLC is based in Flower Mound, TX and has been SEC-registered since 2023.
Does Riverchase Wealth Management, LLC disclose fund performance?
Riverchase Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3419 Cross Timbers Road, Suite 105, Flower Mound, TX 75028 |
| Phone | (972) 471-9013 |
| Fax | (972) 375-9663 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$251.5M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$251.5Mregulatory AUM
Discretionary $251.5M