RIA Intel›Advisers›Ohio›RIVER WEALTH MANAGEMENT LLC

RIVER WEALTH MANAGEMENT LLC

Advisory

MEDINA, OH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in OH
#634
of 748 advisers by AUM
Average account
$185K
across 467 accounts
AUM per adviser
$43M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$86M
Discretionary %
96.5%
Clients
243
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$86M
Discretionary AUM$83M
Non-Discretionary AUM$3M
Discretionary %96.5%
Total Clients243
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

BOLLIN WEALTH MANAGEMENT, LLC
PERRYSBURG, OH
$86M
BULLINGTON CAPITAL MANAGEMENT, LLC
AKRON, OH
$87M
+3.8% 1Y
HUFFMAN WEALTH MANAGEMENT, LLC
CINCINNATI, OH
$86M
KEDZIOR WEALTH MANAGEMENT LLC
INDEPENDENCE, OH
$85M
BULLROCK CAPITAL, LLC
$88M
NEW ALBANY CAPITAL PARTNERS, LLC
$88M
-87.4% 1Y

Get the full picture on RIVER WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RIVER WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans