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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | NA | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| RIVERPOINT WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA FINANCIAL GROUP | DE | MANAGING MEMBER | C | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| MCGRATH, TIMOTHY, PATRICK | I | RIVERPOINT WEALTH MANAGEMENT, LLC | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
| SHEA, JOSEPH, BLANE | I | SHEA FINANCIAL GROUP | E | Control |
Registrations
Federal
IA
Jul 22, 2025 REGISTERED
Notice Filings (12)
CA CO FL IL IN MD MI NE NH OH TX WI
Address
200 SOUTH WACKER DRIVESUITE 2330
CHICAGO, IL 60606
United States
Phone: 312-239-1330