Riverside Capital Wealth LLC

Overview

Riverside Capital Wealth LLC is a small, independent registered investment adviser that focuses on individual and family clients, including small-business owners. The firm charges clients on a percentage-of-assets basis and provides financial planning and portfolio management services. Its business model is heavily discretionary — the firm reports that all AUM is managed on a discretionary basis — and it relies primarily on pooled public funds as the backbone of client portfolios while supplementing allocations with external real estate strategies. The adviser is not positioned as a multi-state or pension consultant, and it does not identify as an ESG-focused allocator. Given the compact size of its asset base and client roster, Riverside Capital Wealth generally favors scalable solutions (mutual funds and third-party fund managers) rather than extensive direct-sourcing of private deals or proprietary product lines.

Assets & Accounts

Investments & Alternatives

Location & Offices