Riverpoint Wealth Management Holdings LLC

Riverpoint Wealth Management Holdings LLC, also known as RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC, is an Illinois-based Limited Liability Company with 5 employees, 3 of which are in advisory roles. The number of clients served is unknown, but the firm's SEC status is listed as Approved, with a registration date of Sep 10, 2013.

• JOSEPH BLANE SHEA

  MANAGING MEMBER owns less than 5%

• RIVERPOINT WEALTH MANAGEMENT, LLC

  MANAGING MEMBER owns more than 50% but less than 75%

• SHEA FINANCIAL GROUP

  MANAGING MEMBER owns more than 25% but less than 50%

• TIMOTHY PATRICK MCGRATH

  MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns less than 5%

• JOSEPH BLANE SHEA

  SOLE MEMBER owns 75% or more

• TIMOTHY PATRICK MCGRATH

  SOLE MEMBER owns 75% or more

• Arbor Investments Management LLC
• Newport Investment Management LLC
• Dimeo Schneider & Associates LLC
• Interocean Capital - TN LLC
• MAY River Capital LLC
• Chesley TAFT & Associates LLC
• RCP Advisors LLC
• Promus Asset Management LLC
• Spiderrock Advisors LLC
• Lizard Investors LLC

• Comparing Riverpoint Wealth Management's Q3 vs. Q4 2022 Holdings: The Winners and Losers

• SCHWAB STRATEGIC TR $34,149k
• GOLDMAN SACHS ETF TR $33,274k
• VANGUARD INDEX FDS MID CAP ETF $30,050k
• ISHARES TR CORE S&P500 ETF $13,349k
• VANGUARD INDEX FDS S&P 500 ETF SHS $10,648k
• SCHWAB STRATEGIC TR SCHWAB $9,312k
• FIRST TR LRG CP VL ALPHADEX $9,175k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $8,810k
• FIDELITY $6,566k
• VANGUARD INDEX FDS $6,049k