Investment adviser · CRD 283540
RIVERWATER PARTNERS LLC
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed Jun 16, 2026
- Regulatory AUM
- $661M Form ADV · Item 5.F
- Client accounts
- 548 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 87 | $462,560,522 | 70.0% |
| Other investment advisers | 7 | $104,044,909 | 15.7% |
| Charities | 15 | $76,747,387 | 11.6% |
| Individuals | 74 | $17,020,875 | 2.6% |
| Corporations & businesses | Fewer than 5 | $492,332 | 0.1% |
Filing source
Form ADV 2113755 · Jun 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Jun 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
1433 N. WATER STREET, SUITE 303MILWAUKEE, WI, 53202, United States
CRD 283540
Filing source
Form ADV 2113755 · Jun 16, 2026 · 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.