RIVERSIDE WEALTH MANAGEMENT, INC.

RIVERSIDE WEALTH MANAGEMENT, INC. of WEST PALM BEACH, FL is an SEC-registered investment adviser (CRD 140162). Regulatory assets under management: $106.3M.

Registration

• CRD: 140162
• Type: Registered investment adviser
• Location: 515 N. FLAGLER DRIVE, WEST PALM BEACH, FL, 33401
• Phone: 561-270-6880
• Latest filing: 2026-03-30
• Regulatory AUM: $106.3M
• Discretionary AUM: $46.0M
• Non-discretionary AUM: $60.3M
• Clients: 2
• Accounts: 69

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140162 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search