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WESTRIVER MANAGEMENT, LLC

SEATTLE, WA · CRD 161921 · IAPD ↗ · 4259523950

$444.4MRegulatory AUM
9Advisory reps
14Employees
0Clients
n/aPlanning clients
27Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — WESTRIVER MANAGEMENT, LLC reported RAUM down 29% ($621.6M -> $444.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
April 2025 — WESTRIVER MANAGEMENT, LLC reported RAUM down 38% ($995.5M -> $621.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2024 — WESTRIVER MANAGEMENT, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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