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RIVERPOINT WEALTH MANAGEMENT

CHICAGO, IL · CRD 168346 · IAPD ↗ · 312-239-1330

$906.2MRegulatory AUM
4Advisory reps
6Employees
1Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — RIVERPOINT WEALTH MANAGEMENT notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — RIVERPOINT WEALTH MANAGEMENT notice-filed in MI.
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.