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They include 91 high-net-worth individuals, 78 individual clients and 1 corporate or other business client.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 7 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Riverchase Wealth Management offer?","answer":"Riverchase Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Riverchase Wealth Management charge?","answer":"Riverchase Wealth Management charges 0.65%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $250,000.","source":"ADV FORM 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Riverchase Wealth Management use?","answer":"Riverchase Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $247M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Riverchase Wealth Management have?","answer":"Riverchase Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Riverchase Wealth Management invest in?","answer":"At the end of its last fiscal year, Riverchase Wealth Management’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 4% exchange-traded equities and 4% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Riverchase Wealth Management have a minimum investment?","answer":"Yes, Riverchase Wealth Management’s minimum account size for its Investment Management Services is $250K.","source":"ADV FORM 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Riverchase Wealth Management?","answer":"Riverchase Wealth Management’s direct owners are Sean Kelleher (50% to 75%) and Albert Dean (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 7 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Riverchase Wealth Management get paid?","answer":"Riverchase Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Riverchase Wealth Management registered with the SEC?","answer":"Yes, Riverchase Wealth Management has been registered with the SEC as an investment adviser since 25 October 2023. Its CRD number is 156950 and its SEC file number is 801-128962.","source":"Form ADV Part 1A, Item 1, filed 7 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Riverchase Wealth Management?","answer":"Riverchase Wealth Management’s main office is at 3419 Cross Timbers Road, Suite 105, Flower Mound, TX 75028. Its phone number is 972-471-9013. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}