Riverchase Wealth Management, LLC
Riverchase Wealth Management, LLC is a fee-only Registered Investment Advisor headquartered in Flower Mound, Texas. Founded in 2012, the firm employs around 5 professionals and specializes in comprehensive financial planning and investment management services for individuals, families, business owners, and retirees. With offices also in Upper St. Clair, PA, Riverchase serves clients nationwide both locally and virtually. The firm is committed to fiduciary responsibility, transparency, and maintaining quality relationships with each client. Their advisors are Certified Financial Planner practitioners and Enrolled Agents with decades of experience helping clients achieve long-term financial security.
Investment Strategy
Riverchase Wealth Management adopts a personalized, fee-only approach aligned with fiduciary principles. The firm develops comprehensive financial plans for clients that focus on retirement planning, tax efficiency, estate planning, business succession, and wealth preservation. Investment strategies are tailored to client goals and risk tolerance, emphasizing diversified portfolios and ongoing management. Riverchase avoids product commissions, guaranteeing objective advice that serves the client's best interests, and regularly reviews client portfolios to optimize allocations and respond to life changes. Their philosophy is holistic, client-centric, and designed to improve overall financial outcomes.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DCOR | DIMENSIONAL ETF TRUST | 11.30% | $19.9M | 277,256 | $64.70 | $71.94 | +$4.2M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 9.40% | $16.6M | 348,966 | $46.19 | $47.55 | +$1.1M |
D DFAC | DIMENSIONAL ETF TRUST | 9.24% | $16.3M | 422,941 | $34.60 | $38.57 | -$969.4K |
D DFCF | DIMENSIONAL ETF TRUST | 8.51% | $15.0M | 351,211 | $41.43 | $42.76 | +$890.8K |
D DFIC | DIMENSIONAL ETF TRUST | 8.37% | $14.8M | 450,521 | $25.96 | $32.79 | +$917.8K |