Riverpoint Wealth Management Holdings LLC

Legal Name: RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC

200 SOUTH WACKER DRIVE, SUITE 2330, CHICAGO, IL

312-239-1330

http://www.riverpointwealth.com/

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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

JOSEPH BLANE SHEA
SOLE MEMBER owns 75% or more
TIMOTHY PATRICK MCGRATH
SOLE MEMBER owns 75% or more

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Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Aug 12, 2019

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

All Holdings of the Riverpoint Wealth Management Holdings LLC