RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC
Legal name: RIVERPOINT WEALTH MANAGEMENT
CRD #168346 SEC #801-78487 CHICAGO, IL 312-239-1330
SEC Registered
Total AUM
$747.8M
Discretionary
$747.8M
Employees
4
Clients
10
Accounts
983
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $747.8M | $747.8M | $0 | 4 | 1 |
| Jan 2025 | $747.8M | $747.8M | $0 | 4 | 1 |
| Jan 2024 | $643.2M | $643.2M | $0 | 4 | 1 |
| Mar 2023 | $547M | $547M | $0 | 4 | 5 |
| Mar 2022 | $605.4M | $605.4M | $0 | 4 | 0 |
| Nov 2021 | $642.9M | $642.9M | $0 | 7 | 0 |
| Nov 2021 | $642.9M | $642.9M | $0 | 7 | 0 |
| Sep 2021 | $642.9M | $642.9M | $0 | 7 | 0 |
| Mar 2021 | $642.9M | $642.9M | $0 | 7 | 0 |
| Oct 2020 | $539.9M | $539.9M | $0 | 6 | 0 |
| Oct 2020 | $539.9M | $539.9M | $0 | 6 | 0 |
| Jun 2020 | $539.9M | $539.9M | $0 | 6 | 0 |
| Apr 2020 | $539.9M | $539.9M | $0 | 6 | 0 |
| Mar 2020 | $539.9M | $539.9M | $0 | 6 | 0 |
| Nov 2019 | $425.5M | $425.5M | $0 | 5 | 0 |
| Mar 2019 | $425.5M | $425.5M | $0 | 5 | 0 |
| Nov 2018 | $409M | $409M | $0 | 5 | 0 |
| Aug 2018 | $409M | $409M | $0 | 5 | 0 |
| May 2018 | $409M | $409M | $0 | 5 | 0 |
| Mar 2018 | $409M | $409M | $0 | 5 | 0 |
| Mar 2018 | $409M | $409M | $0 | 5 | 0 |
| Oct 2017 | $395.8M | $395.8M | $0 | 5 | 0 |
| May 2017 | $350.4M | $350.4M | $0 | 5 | 232 |
| May 2017 | $350.4M | $350.4M | $0 | 5 | 232 |
| Mar 2017 | $315.7M | $315.7M | $0 | 5 | 232 |
| Mar 2016 | $315.7M | $315.7M | $0 | 5 | 232 |
| Jul 2015 | $320M | $320M | $0 | 6 | 200 |
| Mar 2015 | $320M | $320M | $0 | 6 | 200 |
| Aug 2014 | $269M | $263.2M | $5.8M | 6 | 200 |
| Aug 2014 | $269M | $263.2M | $5.8M | 6 | 200 |
| Mar 2014 | $269M | $263.2M | $5.8M | 6 | 200 |
| Jan 2014 | $269M | $266.9M | $2.1M | 5 | 0 |
| Nov 2013 | $0 | $0 | $0 | 5 | 0 |
| Oct 2013 | $0 | $0 | $0 | 5 | 0 |
| Sep 2013 | $0 | $0 | $0 | 5 | 0 |
| Aug 2013 | $0 | $0 | $0 | 5 | 0 |
DateJul 2025
Total AUM$747.8M
Discretionary$747.8M
Non-Disc.$0
Employees4
Clients1
DateJan 2025
Total AUM$747.8M
Discretionary$747.8M
Non-Disc.$0
Employees4
Clients1
DateJan 2024
Total AUM$643.2M
Discretionary$643.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2023
Total AUM$547M
Discretionary$547M
Non-Disc.$0
Employees4
Clients5
DateMar 2022
Total AUM$605.4M
Discretionary$605.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$642.9M
Discretionary$642.9M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$642.9M
Discretionary$642.9M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$642.9M
Discretionary$642.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$642.9M
Discretionary$642.9M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$539.9M
Discretionary$539.9M
Non-Disc.$0
Employees6
Clients0
DateOct 2020
Total AUM$539.9M
Discretionary$539.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$539.9M
Discretionary$539.9M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$539.9M
Discretionary$539.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$539.9M
Discretionary$539.9M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$425.5M
Discretionary$425.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$425.5M
Discretionary$425.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$409M
Discretionary$409M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$409M
Discretionary$409M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$409M
Discretionary$409M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$409M
Discretionary$409M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$409M
Discretionary$409M
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$395.8M
Discretionary$395.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$350.4M
Discretionary$350.4M
Non-Disc.$0
Employees5
Clients232
DateMay 2017
Total AUM$350.4M
Discretionary$350.4M
Non-Disc.$0
Employees5
Clients232
DateMar 2017
Total AUM$315.7M
Discretionary$315.7M
Non-Disc.$0
Employees5
Clients232
DateMar 2016
Total AUM$315.7M
Discretionary$315.7M
Non-Disc.$0
Employees5
Clients232
DateJul 2015
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees6
Clients200
DateAug 2014
Total AUM$269M
Discretionary$263.2M
Non-Disc.$5.8M
Employees6
Clients200
DateAug 2014
Total AUM$269M
Discretionary$263.2M
Non-Disc.$5.8M
Employees6
Clients200
DateMar 2014
Total AUM$269M
Discretionary$263.2M
Non-Disc.$5.8M
Employees6
Clients200
DateJan 2014
Total AUM$269M
Discretionary$266.9M
Non-Disc.$2.1M
Employees5
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0