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RIVER GLEN WEALTH COUNSELORS

WEST DES MOINES, IA · CRD 147012 · IAPD ↗ · riverglenwealth.com · 515-422-9040

$241.9MRegulatory AUM
3Advisory reps
3Employees
22Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — RIVER GLEN WEALTH COUNSELORS (WEST DES MOINES, IA) left the SEC roster (was $241.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.