RIA Intel›Advisers›Texas›RIVERSTONE WEALTH MANAGEMENT

RIVERSTONE WEALTH MANAGEMENT

Advisory

N·AUSTIN, TX

Data as of Mar 5, 2013 · Source: SEC Form ADV

Total AUM

$380M

1-Year AUM Growth

+135.6%

3-Year CAGR

+51.6%

Employees

20

Assets Under Management

Total AUM$380M

Discretionary AUM$216M

Non-Discretionary AUM$165M

Discretionary %56.7%

Total Clients—

Team

Total Employees20

Investment Advisers23

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingNov 19, 2004

Latest FilingMar 5, 2013

🔒 Full AUM trend chart and 33 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RIVERSTONE WEALTH MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.