Riverpoint Wealth Management Holdings LLC
Legal Name: RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC
Full Contact Details
Riverpoint Wealth Management Holdings LLC
200 SOUTH WACKER DRIVE, SUITE 2330, CHICAGO, IL
312-239-1330
312-239-1333
Other Info
Riverpoint Wealth Management Holdings LLC is legally known as RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC. It is an IL Limited Liability Company. This firm has 5 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 10, 2013.
Riverpoint Wealth Management |
Client Login EMONEY Login Home Team Planning Process Resources In the News Contact Select Page Riverpoint Wealth Management Providing Independent, Objective Wealth Management Investment Management We use a disciplined investment process that delivers institutional strategies to individuals Comprehe…
Direct Owners
-
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%
Indirect Owners
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JOSEPH BLANE SHEA
SOLE MEMBER owns 75% or more
-
TIMOTHY PATRICK MCGRATH
SOLE MEMBER owns 75% or more
Firms Located Nearby
- Nuveen Fund Advisors LLC
- Skyline Asset Management LP
- William Blair Investment Management LLC
- Mesirow Advanced Strategies Inc
- Aberdeen Wealth Management LLC
- Channing Capital Management LLC
- Elementum Advisors LLC
- William Blair & Company LLC
- Gate City Capital Management LLC
- Milliman Financial RISK Management LLC
Top Holdings
- 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