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, 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.
Riverpoint Wealth Management |
eMoney LPL Account View Schwab Alliance Home Team Planning Process Resources In the News Contact Select Page Riverpoint Wealth ManagementProviding Independent, Customized Wealth Management Investment ManagementWe use a disciplined investment process that delivers institutional strategies to individ…
Direct Owners
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JOSEPH BLANE SHEA
MANAGING MEMBER owns less than 5%
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RIVERPOINT WEALTH MANAGEMENT, LLC
MANAGING MEMBER owns more than 50% but less than 75%
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SHEA FINANCIAL GROUP
MANAGING MEMBER owns more than 25% but less than 50%
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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
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TIMOTHY PATRICK MCGRATH
SOLE MEMBER owns 75% or more
Firms Located Nearby
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