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RIVERWATER PARTNERS LLC

MILWAUKEE, WI · CRD 283540 · IAPD ↗ · 414-858-8000

$660.9MRegulatory AUM
8Advisory reps
11Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — RIVERWATER PARTNERS LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
April 2025 — RIVERWATER PARTNERS LLC reported RAUM down 31% ($871.7M -> $600.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
61
April 2024 — RIVERWATER PARTNERS LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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