RIVERCHASE WEALTH MANAGEMENT, LLC

RIVERCHASE WEALTH MANAGEMENT, LLC of FLOWER MOUND, TX is an SEC-registered investment adviser (CRD 156950). Regulatory assets under management: $251.5M.

Registration

• CRD: 156950
• SEC file number: 801-128962
• Type: Registered investment adviser
• Location: 3419 CROSS TIMBERS ROAD, SUITE 105, FLOWER MOUND, TX, 75028
• Phone: (972) 471-9013
• Latest filing: 2026-04-07
• Regulatory AUM: $251.5M
• Discretionary AUM: $251.5M
• Clients: 5
• Accounts: 572

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156950 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search