RIVER WEALTH MANAGEMENT LLC

RIVER WEALTH MANAGEMENT LLC of MEDINA, OH is an SEC-registered investment adviser (CRD 309167). Regulatory assets under management: $86.4M.

Registration

• CRD: 309167
• Type: Registered investment adviser
• Location: 5054 PARAMOUNT BLVD., MEDINA, OH, 44256
• Phone: 216-600-8175
• Latest filing: 2026-03-30
• Regulatory AUM: $86.4M
• Discretionary AUM: $83.4M
• Non-discretionary AUM: $3.0M
• Clients: 3
• Accounts: 467

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309167 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search