RIVERCHASE WEALTH MANAGEMENT, LLC
CRD #156950 SEC #801-128962 FLOWER MOUND, TX (972) 471-9013
SEC Registered
Total AUM
$212M
Discretionary
$212M
Employees
5
Clients
101
Accounts
537
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $212M | $212M | $0 | 5 | 5 |
| Jul 2024 | $117M | $117M | $0 | 6 | 2 |
| Apr 2024 | $117M | $117M | $0 | 6 | 2 |
| Mar 2024 | $117M | $117M | $0 | 5 | 2 |
| Mar 2024 | $105.6M | $105.6M | $0 | 5 | 0 |
| Feb 2024 | $105.6M | $105.6M | $0 | 4 | 0 |
| Oct 2023 | $105.6M | $105.6M | $0 | 4 | 0 |
| Sep 2023 | $105.6M | $105.6M | $0 | 4 | 0 |
DateMar 2025
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees5
Clients5
DateJul 2024
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees6
Clients2
DateApr 2024
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees6
Clients2
DateMar 2024
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees5
Clients2
DateMar 2024
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees4
Clients0