River Wealth Management LLC
River Wealth Management LLC (CRD# 309167) is a financial advisory firm headquartered in Medina, OH. They manage $69,713,000 in 462 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management70MILLION
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Total Number of Accounts462ACCOUNTS
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Average Account Value$150,894
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, PA
Financial Advisors at River Wealth Management LLC
1
Scott Huff (CRD# 4440866) is an Investment Advisor Representative working at River Wealth Management LLC in Medina, OH and has over 18 years of experience in the finance industry.
2
Timothy Plonski (CRD# 5941575) is an Investment Advisor Representative working at River Wealth Management LLC in Medina, OH and has over 11 years of experience in the finance industry.
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