River Wealth Advisors LLC
Firm details
- Headquarters
- Camp Hill, Pennsylvania
- CRD number
- 173767
- Registered since
- November 28, 2014
- Website
- www.riverwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.72%
- Individuals15.54%
- Corporations / Businesses1.63%
- Charitable Organizations1.55%
- Pension & Profit Sharing Plans0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
River Wealth Advisors LLC is an independent registered investment adviser structured as an LLC. The firm is SEC-registered (registration date: 2014) and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and businesses or institutions. Fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee engagements. River Wealth does not position itself as an active ESG investor and is not identified as a capital allocator; it relies on external managers for alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Public Funds/Mutual Funds26%
- Investment Grade Corp Bonds23%
- State & Local Bonds4%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$344M in ETFs
99%
$340M
<1%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP ETF (IWR) | BlackRock | Passive | Mid Cap Blend | $49.5M | 464,005 | 14.39% |
Location
Camp Hill, PA
Cumberland
Location
Camp Hill, PA
Headquartered in Camp Hill, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Cumberland
- Address
- 100 Corporate Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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