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Riverpoint Wealth Management Holdings, LLC

● SEC registered since 2013CRD 168346SEC# 801-78487Chicago, IL
Export (members)
Reg. AUM
$906.2M
Employees
6
Accounts
1,060
Location
Chicago, IL

Riverpoint Wealth Management Holdings, LLC assets under management

Riverpoint Wealth Management Holdings, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2013. It reports $906.2 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/riverpoint-wealth-managementView on SEC.gov ↗

Riverpoint Wealth Management Holdings, LLC owners & executives

3 reported
NameTitleOwnershipSince
Riverpoint Wealth Management, LLC ControlManaging MemberOver 75%2007
Timothy Patrick McGrath ControlManaging Member And Chief Compliance OfficerUnder 5%2013
Timothy Patrick McGrath ControlSole MemberOver 75%2007

Frequently asked questions

How much does Riverpoint Wealth Management Holdings, LLC manage?

Riverpoint Wealth Management Holdings, LLC reports $906.2 million in regulatory assets under management on its Form ADV.

How many employees does Riverpoint Wealth Management Holdings, LLC have?

Riverpoint Wealth Management Holdings, LLC reports 6 employees.

Where is Riverpoint Wealth Management Holdings, LLC located?

Riverpoint Wealth Management Holdings, LLC is based in Chicago, IL and has been SEC-registered since 2013.

Does Riverpoint Wealth Management Holdings, LLC disclose fund performance?

Riverpoint Wealth Management Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 South Wacker Drive, Suite 2330, Chicago, IL 60606
Phone312-239-1330
Fax312-239-1333
Office hours8:00-4:00
SEC regionChicago Regional Office (CHRO)
CIK1682733
Discloses disciplinary historyNo

Regulatory AUM

$906.2M▲ 21%
Jan '25 — $747.8MFeb '25 — $747.8MMar '25 — $747.8MApr '25 — $747.8MMay '25 — $747.8MJun '25 — $747.8MJul '25 — $747.8MAug '25 — $747.8MSep '25 — $747.8MOct '25 — $747.8MNov '25 — $747.8MDec '25 — $747.8MJan '26 — $747.8MFeb '26 — $747.8MMar '26 — $906.2MApr '26 — $906.2MMay '26 — $906.2MJun '26 — $906.2M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$906.2Mregulatory AUM
Discretionary $906.2M