Riverchase Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

3419 Cross Timbers Rd Ste 105, Flower Mo...

Phone Number

(972) 471-9013

Revenue

$11.2 Million

Industry

Finance Securities Trading

About Riverchase Wealth Management

Riverchase Wealth Management is a fee-only fiduciary advisory firm based in Flower Mound, TX, serving clients with over $1 million in investable assets across the Dallas-Fort Worth area and nationwide. The firm offers integrated wealth management services, including financial planning, investment management, tax planning and preparation, estate coordination, and insurance management. Their team consists of advisors holding both CFP and Enrolled Agent credentials, ensuring that tax strategy is embedded in every financial recommendation. Riverchase primarily serves executives, pre-retirees, retirees, sudden wealth recipients, and business owners, focusing on complex financial situations that require coordinated planning.Explore more
Riverchase Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Riverchase Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Riverchase Wealth Managem...

$11.2M
1-10
Private
-
2011
BB
Brit BurksDirector, Operations
$9.1M
11-50
Private
<$5M
1975
WY
Wesley YuhnkeChief Investment Officer
<$5M
11-50
Private
<$5M
2017
JS
Joyce SchneiderManager, Operations & Marketing
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
Illustration of an envelope

Riverchase Wealth Management Tech Stack

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Frequently Asked Questions Regarding Riverchase Wealth Management

What is Riverchase Wealth Management's official website?
Riverchase Wealth Management's official website is www.riverchasewealth.com
What is Riverchase Wealth Management's Revenue?
Riverchase Wealth Management's revenue is $11.2 Million
What is Riverchase Wealth Management's SIC code?
Riverchase Wealth Management's SIC: 62,628
What is Riverchase Wealth Management's NAICS code?
Riverchase Wealth Management's NAICS: 52,523
How many employees does Riverchase Wealth Management have?
Riverchase Wealth Management has 1-10 employees
What industry does Riverchase Wealth Management belong to?
Riverchase Wealth Management is in the industry of: Finance, Securities Trading
What is Riverchase Wealth Management competition?
Riverchase Wealth Management top competitors include: Bagby Wealth Management, Uncommon Cents Investing, FCA Corp
What technology does Riverchase Wealth Management use?
Some of the popular technologies that Riverchase Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Riverchase Wealth Management?
Riverchase Wealth Management contact info: Phone number: (972) 471-9013 Website: www.riverchasewealth.com
What does Riverchase Wealth Management do?

Riverchase Wealth Management is a fee-only fiduciary advisory firm based in Flower Mound, TX, serving clients with over $1 million in investable assets across the Dallas-Fort Worth area and nationwide. The firm offers integrated wealth management services, including financial planning, investment management, tax planning and preparation, estate coo... rdination, and insurance management. Their team consists of advisors holding both CFP and Enrolled Agent credentials, ensuring that tax strategy is embedded in every financial recommendation. Riverchase primarily serves executives, pre-retirees, retirees, sudden wealth recipients, and business owners, focusing on complex financial situations that require coordinated planning.Read More

What are Riverchase Wealth Management social media links?
Riverchase Wealth Management Linkedin page Riverchase Wealth Management Twitter page Riverchase Wealth Management Facebook page
Is Riverchase Wealth Management a public company?
Riverchase Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Riverchase Wealth Management

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