RIVERCHASE WEALTH MANAGEMENT, LLC
SEC RegisteredWealth Management from Flower Mound and Beyond
About the firm
Riverchase Wealth Management is a fee-only fiduciary wealth management firm based in Flower Mound, TX, with a presence in the Pittsburgh South Hills region and virtual advisory relationships nationwide. Every advisor holds both CFP® and Enrolled Agent credentials, enabling integrated management of investments, tax planning, and estate coordination under one team. The firm serves investors with $1,000,000 or more in investable assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, tax planning and preparation, estate and legacy coordination, and insurance and risk management — delivered as a coordinated strategy under one advisory team.
Who they serve
Investors with $1,000,000+ in investable assets and $200,000+ annual household income, including pre-retirees and retirees, corporate executives and professionals managing RSUs and stock options, sudden wealth recipients, and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 78 | $40M |
| High Net Worth Individuals | 91 | $212M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.85% |
| Next $2,000,000 | 0.75% |
| Above $5,000,000 | 0.65% |
Data as of April 7, 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. RIVERCHASE WEALTH MANAGEMENT, LLC 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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