Riverwater Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated April 27, 2026, reports $661M in regulatory assets under management, 11 employees, and 548 accounts.
Assets Under Management
$661M
Employees
11
Offices
--
Total Clients
185
Primary office
MILWAUKEE, WI
1433 N. WATER STREET, SUITE 303, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 47.0% of total clients.
Top client categories% of clientsClients
1
HNWI
47.0%
87
2
Individuals
40.0%
74
3
Charitable
8.1%
15
4
Other Advisers
3.8%
7
5
Corporations
1.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$661Mas of April 27, 2026
Discretionary65.7%
$434M
66% of total RAUM65.7%
Non-discretionary34.3%
$226M
34% of total RAUM34.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$661M
Total Accounts548
10Y AUM Change+$91M (+15.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee17:1
10Y Employee Change+4 (+57.1%)
* 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.