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RIVER CITY WEALTH MANAGEMENT

JACKSONVILLE, FL · CRD 314312 · IAPD ↗ · rivercitywealth.com · 904-374-9098

$179.6MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2025 — RIVER CITY WEALTH MANAGEMENT now reports custody of client assets ($56.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2024 — RCW MANAGEMENT, LLC is now doing business as RIVER CITY WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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