Investment adviser · CRD 40418

RIVERSTONE WEALTH MANAGEMENT

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Mar 5, 2013

Regulatory AUM
$380M
Form ADV · Item 5.F
Client accounts
2,732
Accounts, not individual clients
Employees
23
Reported in this filing
Advisory professionals
20
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 5, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Commissions

Principal office

7801 CAPITAL OF TEXAS HWY, SUITE 310
AUSTIN, TX, 78731, United States

CRD 40418

Filing source

Form ADV 700524 · Mar 5, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.