# Riverchase Wealth Management, LLC

> Riverchase Wealth Management, LLC is an SEC-registered investment advisory firm in Flower Mound, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 156950
- Filed as: RIVERCHASE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Flower Mound, TX
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156950
- AdvisorCensus page: https://advisorcensus.com/firm/riverchase-wealth-management-llc-flower-mound-tx-156950

## Quick answers

**How is Riverchase Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Riverchase Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Riverchase Wealth Management, LLC located?**
Riverchase Wealth Management, LLC's principal office is in Flower Mound, TX, according to its Form ADV.

**Is Riverchase Wealth Management, LLC registered with the SEC or a state?**
Riverchase Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 156950.

**How much does Riverchase Wealth Management, LLC manage?**
Riverchase Wealth Management, LLC reports $251,469,812 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

**How have Riverchase Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Riverchase Wealth Management, LLC: Regulatory assets under management: $117,026,645 in the October 2024 data and $251,469,812 in the October 2026 data, up 115%. Total employees: 6 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Riverchase Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (91); individuals (other than high net worth individuals) (78); corporations or other businesses not listed above (1).

**Which custodians does Riverchase Wealth Management, LLC use?**
Riverchase Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Riverchase Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156950

**Does Riverchase Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Item 7 has been updated to reflect that there is a relationship minimum of $250,000 rather than an account minimum of $250,000. This may be waived by RWM, however, based on the needs of the client and the complexity of the situation."

**What changed in Riverchase Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $211,957,507 to $251,469,812 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Item 7 has been updated to reflect that there is a relationship minimum of $250,000 rather than an account minimum of $250,000. This may be waived by RWM, however, based on the needs of the client and the complexity of the situation.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $251,469,812
- Discretionary: $251,469,812
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $39,551,058 |
| High net worth individuals | 91 | $211,805,075 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $113,679 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- riverchasewealth.com
- Facebook @RiverchaseWealth
- LinkedIn @25041560
- X @Riverchase_WM
- YouTube @riverchasewealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $117,026,645 | 6 | July 31, 2024 |
| October 2025 | $211,957,507 | 5 | March 29, 2025 |
| October 2026 | $251,469,812 | 5 | April 7, 2026 |

Regulatory assets under management: $117,026,645 in the October 2024 data and $251,469,812 in the October 2026 data, up 115%.
Total employees: 6 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $211,957,507 to $251,469,812 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Riverchase Wealth Management, LLC (CRD 156950): Form ADV filing data as of October 2026.