Riverpath Investments provides portfolio management for individuals and small businesses and pension consulting.
Riverpath Investments reports 232 clients. They include 115 individual clients, 71 high-net-worth individuals, and 42 pension and profit-sharing plans. Of its assets, 1.8% ($6.62M across 21 accounts) are managed with discretion; $356M across 472 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 12% |
| High-net-worth individuals | 31% | 48% |
| Pension and profit-sharing plans | 18% | 38% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 115 | $43.5M | 12.0% | $379K |
| High-net-worth individuals | 71 | $176M | 48.5% | $2.48M |
| Pension and profit-sharing plans | 42 | $136M | 37.6% | $3.25M |
| Corporations and other businesses | Fewer than 5 | $7.12M | 2.0% | $1.78M |
| Total | 232 | $363M | 100% | — |
- Clients
- 115
- Regulatory AUM
- $43.5M
- AUM share
- 12.0%
- Avg. per client
- $379K
- Clients
- 71
- Regulatory AUM
- $176M
- AUM share
- 48.5%
- Avg. per client
- $2.48M
- Clients
- 42
- Regulatory AUM
- $136M
- AUM share
- 37.6%
- Avg. per client
- $3.25M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.12M
- AUM share
- 2.0%
- Avg. per client
- $1.78M
Total
- Clients
- 232
- Regulatory AUM
- $363M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Riverpath Investments charges 0.50%–1.00% a year for its Individual Portfolio Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Pension Consulting
- Charged on plan assets: 1.00% to $1,000,000, 0.75% to $3,000,000, 0.50% to $5,000,000, 0.35% to $10,000,000; negotiable above $10,000,000.
Daniel Weiler owns 75% or more of Riverpath Investments. The leadership team of Riverpath Investments includes Chief Compliance Officer Daniel Weiler. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 5 state-registered reps
- 4 insurance agents
- 4 soliciting firms
- Owns 75% or more of Riverpath Investments LLC
Daniel Weiler
Control person · since March 2015
Riverpath Investments’ regulatory assets grew 1.8× from $204M (January 2021) to $363M (January 2026); clients rose from 210 to 232 and employees from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $363M | 232 | 5 | 4 |
| Jan 2025January 2025 | $311M | 199 | 5 | 4 |
| Jan 2024January 2024 | $255M | 206 | 4 | 3 |
| Jan 2023January 2023 | $221M | 191 | 4 | 3 |
| Apr 2022April 2022 | $251M | 194 | 2 | 3 |
| Jan 2021January 2021 | $204M | 210 | 2 | 1 |
Besides its headquarters, Riverpath Investments has 3 offices (2 private residences, listed without an address), with 2 listed addresses in 1 state.
California · 1 listed address
- 1792 Tribute Road, Sacramento
Choose a state to see its listed addresses.
Contact and registration details
- Legal name
- Riverpath Investments LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 916-467-9290
- SEC file
- 801-117564
- Structure
- California LLC
- Fiscal year end
- December
Riverpath Investments’ named custodians for separately managed accounts are Charles Schwab ($219M, 78%) and John Hancock Distributors ($60.5M, 22%). Riverpath Investments does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $219M78%
- John Hancock DistributorsJohn Hancock Distributors LLC · Boston, MA · $60.5M22%
At year end, Riverpath Investments’ separately managed accounts were mostly in funds (64%).
What the accounts hold
- Stocks1%
- Funds64%
- Other35%
- Retirement group annuities35%
How many clients does Riverpath Investments have?
Riverpath Investments has 232 clients and manages $363 million for them, as of January 2026. They include 115 individual clients, 71 high-net-worth individuals, and 42 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 January 2026
What services does Riverpath Investments offer?
Riverpath Investments provides portfolio management for individuals and small businesses and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Riverpath Investments charge?
Riverpath Investments charges 0.50%–1.00% a year for its Individual Portfolio Management. The fee is billed in arrears and is negotiable.
Source: RIVERPATH INVESTMENTS FORM ADV PART 2A, filed 21 January 2026
Which custodians does Riverpath Investments use?
Riverpath Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $219M and John Hancock Distributors LLC (Boston, MA), with $60.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 January 2026
How many financial advisors does Riverpath Investments have?
Riverpath Investments has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Riverpath Investments invest in?
At the end of its last fiscal year, Riverpath Investments’ separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 35% other and 1% exchange-traded equities. The 35% other category is described as: Retirement Group Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Riverpath Investments?
Riverpath Investments’ direct owner is Daniel Weiler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 January 2026
How does Riverpath Investments get paid?
Riverpath Investments is paid through a percentage of assets under management. 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
How do I contact Riverpath Investments?
Its phone number is 916-467-9290.