FLOWER MOUND, TXCRD 156950Latest ADV April 7, 2026
Riverchase Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Flower Mound, TX. Its latest Form ADV filing, dated April 7, 2026, reports $251M in regulatory assets under management, 5 employees, 1 office, and 572 accounts.
Assets Under Management
$251M
Employees
5
Offices
1 office
Total Clients
170
Primary office
FLOWER MOUND, TX
3419 CROSS TIMBERS ROAD, SUITE 105, FLOWER MOUND, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.5% of total clients.
Top client categories% of clientsClients
1
HNWI
53.5%
91
2
Individuals
45.9%
78
3
Corporations
0.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$251Mas of April 7, 2026
Discretionary100.0%
$251M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$251M
Total Accounts572
10Y AUM Change+$146M (+138.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee34:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.