River CITY Wealth Management
SEC RegisteredYour Goals. Our Passion.
About the firm
At River City Wealth Management, it is our mission to partner with each client and advocate for transforming their financial goals into reality. The firm offers holistic financial planning to help clients prepare for retirement, no matter where they are in their retirement journey.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic financial planning to help clients prepare for retirement, including building and monitoring a financial plan to help clients achieve their financial goals.
Who they serve
Jacksonville families navigating retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 74 | $38M |
| High Net Worth Individuals | 54 | $142M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. River CITY Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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