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RIVERCHASE WEALTH MANAGEMENT, LLC

FLOWER MOUND, TX · CRD 156950 · IAPD ↗ · riverchasewealth.com · (972) 471-9013

$251.5MRegulatory AUM
3Advisory reps
5Employees
4Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — RIVERCHASE WEALTH MANAGEMENT, LLC reported RAUM up 81% ($117.0M -> $212.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — RIVERCHASE WEALTH MANAGEMENT, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — RIVERCHASE WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
March 2024 — RIVERCHASE WEALTH MANAGEMENT, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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