Riverpoint Wealth Management
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 168346
- Registered since
- September 10, 2013
- Website
- riverpointwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.32%
- Individuals1.68%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Riverpoint Wealth Management is an independent, SEC-registered advisory firm organized as an LLC (registered in 2013) that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. Riverpoint charges both a percentage-of-AUM fee schedule and fixed fees, and it functions as a capital allocator — directing client capital into external managers and funds when appropriate. The firm does not identify as an active ESG investor and is not set up as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities60%
- Public Funds/Mutual Funds36%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Timothy Mcgrath
Managing PartnerCRD 1950510
Noah Shidlofsky
Financial Planning AssociateCRD 7555063
Paul Merrick
Senior Wealth ManagerCRD 4769186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$538M in ETFs
92%
$493M
8%
$44.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC) | Goldman Sachs | Passive | Large Blend | $93.5M | 658,842 | 17.38% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 200 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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