RIVER WEALTH ADVISORS LLC
Adviser information for RIVER WEALTH ADVISORS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Pennsylvania, United States |
Employees
Total Number of Employees | 17 |
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Investment Advisory/Research | 7 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 13 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 5 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 2,210 | $1.0B |
Non-Discretionary | 47 | $24.4M |
Total | 2,257 | $1.1B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 476 | $183.0M |
HNW Individuals | 313 | $825.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 8 | $18.4M |
Charitable organizations | 8 | $16.5M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 3 | $20.5M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 2 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
100 CORPORATE CENTER DRIVESUITE 102
CAMP HILL
PA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 717-888-9830, Fax: 717-888-9859
Chief Compliance Officer
RALPH MANNA
CHIEF COMPLIANCE OFFICER
100 CORPORATE CENTER DRIVE
SUITE 102
CAMP HILL
PA
United States
Tel:
717-888-9830
Fax:
717-888-9859
R*****@**********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
O'GORMAN, EDWARD, BERNARD | Individual | – | CEO, MANAGING PARTNER | 09/2021 | < 5% |
COLLINS, JENNIFER, ANN | Individual | – | CHIEF BUSINESS OFFICER | 09/2021 | < 5% |
MANNA, RALPH, E | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2019 | < 5% |
RIVER WEALTH HOLDINGS, LLC | Domestic Entity | – | MEMBER | 09/2021 | > 75% |
RWA LEGACY PARTNERS, LLC | Domestic Entity | RIVER WEALTH HOLDINGS, LLC | MANAGING MEMBER | 09/2021 | 50-75% |
O'GORMAN, EDWARD, BERNARD | Individual | RWA LEGACY PARTNERS, LLC | MEMBER | 09/2021 | 50-75% |
McClure, Rebecca, A | Individual | – | CHIEF CLIENT OFFICER, MANAGING PARTNER | 09/2021 | < 5% |
MERCHANT WEALTH PARTNERS, LLC | Domestic Entity | RIVER WEALTH HOLDINGS, LLC | MEMBER | 06/2023 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ISHARES TR | RUSSELL 2000 ETF | 44M | 218K | RWA |
APPLE INC | COM | 37M | 177K | RWA |
MICROSOFT CORP | COM | 33M | 74K | RWA |
ISHARES TR | RUS MID CAP ETF | 29M | 356K | RWA |
NVIDIA CORPORATION | COM | 27M | 219K | RWA |
ISHARES TR | CORE S&P500 ETF | 26M | 48K | RWA |
ISHARES TR | 0-5YR INVT GR CP | 16M | 333K | RWA |
ALPHABET INC | CAP STK CL A | 16M | 89K | RWA |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 16M | 277K | RWA |
AMAZON COM INC | COM | 16M | 82K | RWA |
SPDR SER TR | BBG CONV SEC ETF | 15M | 214K | RWA |
JPMORGAN CHASE & CO. | COM | 13M | 63K | RWA |
VISA INC | COM CL A | 13M | 48K | RWA |
ACCENTURE PLC IRELAND | SHS CLASS A | 12M | 39K | RWA |
LAM RESEARCH CORP | COM | 10M | 10K | RWA |
EATON CORP PLC | SHS | 9M | 30K | RWA |
D R HORTON INC | COM | 8M | 60K | RWA |
TJX COS INC NEW | COM | 8M | 76K | RWA |
PEPSICO INC | COM | 8M | 50K | RWA |
CARLISLE COS INC | COM | 8M | 20K | RWA |
CENCORA INC | COM | 8M | 34K | RWA |
ELEVANCE HEALTH INC | COM | 8M | 14K | RWA |
BANK AMERICA CORP | COM | 7M | 187K | RWA |
STRYKER CORPORATION | COM | 7M | 22K | RWA |
ISHARES INC | CORE MSCI EMKT | 7M | 138K | RWA |
ADVANCED MICRO DEVICES INC | COM | 7M | 44K | RWA |
ELI LILLY & CO | COM | 7M | 8K | RWA |
LOWES COS INC | COM | 7M | 30K | RWA |
CHUBB LIMITED | COM | 6M | 23K | RWA |
COSTCO WHSL CORP NEW | COM | 6M | 7K | RWA |
DISNEY WALT CO | COM | 6M | 59K | RWA |
TRANE TECHNOLOGIES PLC | SHS | 6M | 18K | RWA |
UNITEDHEALTH GROUP INC | COM | 6M | 11K | RWA |
VANGUARD INDEX FDS | SML CP GRW ETF | 6M | 22K | RWA |
CHEVRON CORP NEW | COM | 6M | 35K | RWA |
AIR PRODS & CHEMS INC | COM | 5M | 21K | RWA |
MASTERCARD INCORPORATED | CL A | 5M | 12K | RWA |
ORACLE CORP | COM | 5M | 36K | RWA |
MERCK & CO INC | COM | 5M | 41K | RWA |
T-MOBILE US INC | COM | 5M | 28K | RWA |
CONSTELLATION BRANDS INC | CL A | 5M | 19K | RWA |
ALPHABET INC | CAP STK CL C | 5M | 26K | RWA |
AMGEN INC | COM | 5M | 15K | RWA |
TETRA TECH INC NEW | COM | 4M | 21K | RWA |
NOVO-NORDISK A S | ADR | 4M | 30K | RWA |
PULTE GROUP INC | COM | 4M | 37K | RWA |
ISHARES TR | CORE S&P MCP ETF | 4M | 69K | RWA |
COMCAST CORP NEW | CL A | 4M | 103K | RWA |
TE CONNECTIVITY LTD | SHS | 4M | 26K | RWA |
WASTE MGMT INC DEL | COM | 4M | 18K | RWA |
INVESCO QQQ TR | UNIT SER 1 | 4M | 8K | RWA |
CONOCOPHILLIPS | COM | 4M | 32K | RWA |
HOME DEPOT INC | COM | 4M | 11K | RWA |
ISHARES TR | S&P MC 400VL ETF | 4M | 31K | RWA |
PHILLIPS 66 | COM | 4M | 25K | RWA |
TARGA RES CORP | COM | 3M | 27K | RWA |
BLACKROCK INC | COM | 3M | 4K | RWA |
THERMO FISHER SCIENTIFIC INC | COM | 3M | 6K | RWA |
VANGUARD INDEX FDS | EXTEND MKT ETF | 3M | 19K | RWA |
DEERE & CO | COM | 3M | 9K | RWA |
EXXON MOBIL CORP | COM | 3M | 28K | RWA |
LINDE PLC | SHS | 3M | 7K | RWA |
MARSH & MCLENNAN COS INC | COM | 3M | 14K | RWA |
FREEPORT-MCMORAN INC | CL B | 3M | 60K | RWA |
ABBVIE INC | COM | 3M | 16K | RWA |
ARROW ELECTRS INC | COM | 3M | 22K | RWA |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 3M | 33K | RWA |
FIFTH THIRD BANCORP | COM | 3M | 70K | RWA |
QUALCOMM INC | COM | 3M | 13K | RWA |
CAPITAL ONE FINL CORP | COM | 2M | 18K | RWA |
PROCTER AND GAMBLE CO | COM | 2M | 15K | RWA |
DANAHER CORPORATION | COM | 2M | 10K | RWA |
PARKER-HANNIFIN CORP | COM | 2M | 5K | RWA |
FEDEX CORP | COM | 2M | 8K | RWA |
RTX CORPORATION | COM | 2M | 23K | RWA |
SUMMIT MATLS INC | CL A | 2M | 60K | RWA |
JOHNSON & JOHNSON | COM | 2M | 15K | RWA |
CATERPILLAR INC | COM | 2M | 6K | RWA |
ISHARES TR | MSCI EMG MKT ETF | 2M | 47K | RWA |
META PLATFORMS INC | CL A | 2M | 4K | RWA |
PNC FINL SVCS GROUP INC | COM | 2M | 13K | RWA |
HONEYWELL INTL INC | COM | 2M | 9K | RWA |
ISHARES TR | MSCI EAFE ETF | 2M | 23K | RWA |
SPDR S&P 500 ETF TR | TR UNIT | 2M | 3K | RWA |
LOCKHEED MARTIN CORP | COM | 2M | 4K | RWA |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 4K | RWA |
ISHARES TR | RUS 1000 ETF | 2M | 6K | RWA |
ISHARES TR | CORE S&P SCP ETF | 2M | 17K | RWA |
GOLDMAN SACHS GROUP INC | COM | 2M | 4K | RWA |
PROLOGIS INC. | COM | 2M | 14K | RWA |
AMERICAN ELEC PWR CO INC | COM | 2M | 17K | RWA |
TRUIST FINL CORP | COM | 2M | 39K | RWA |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 4K | RWA |
S&P GLOBAL INC | COM | 1M | 3K | RWA |
ISHARES TR | S&P MC 400GR ETF | 1M | 16K | RWA |
COLGATE PALMOLIVE CO | COM | 1M | 14K | RWA |
SELECT SECTOR SPDR TR | TECHNOLOGY | 1M | 6K | RWA |
NEXTERA ENERGY INC | COM | 1M | 18K | RWA |
SELECT SECTOR SPDR TR | ENERGY | 1M | 13K | RWA |
UNILEVER PLC | SPON ADR NEW | 1M | 22K | RWA |
CISCO SYS INC | COM | 1M | 25K | RWA |
TOYOTA MOTOR CORP | ADS | 1M | 6K | RWA |
MONDELEZ INTL INC | CL A | 1M | 17K | RWA |
ALLEGION PLC | ORD SHS | 1M | 9K | RWA |
MCDONALDS CORP | COM | 1M | 4K | RWA |
KEARNY FINL CORP MD | COM | 1M | 167K | RWA |
AUTOMATIC DATA PROCESSING IN | COM | 987K | 4K | RWA |
INGERSOLL RAND INC | COM | 948K | 10K | RWA |
NISOURCE INC | COM | 885K | 31K | RWA |
ILLINOIS TOOL WKS INC | COM | 883K | 4K | RWA |
VANGUARD INDEX FDS | SMALL CP ETF | 882K | 4K | RWA |
MCKESSON CORP | COM | 868K | 1K | RWA |
ROYAL BK CDA | COM | 861K | 8K | RWA |
ISHARES TR | SELECT DIVID ETF | 854K | 7K | RWA |
HERSHEY CO | COM | 821K | 4K | RWA |
AVERY DENNISON CORP | COM | 821K | 4K | RWA |
UNION PAC CORP | COM | 819K | 4K | RWA |
TOLL BROTHERS INC | COM | 741K | 6K | RWA |
NORFOLK SOUTHN CORP | COM | 732K | 3K | RWA |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 723K | 17K | RWA |
MASCO CORP | COM | 690K | 10K | RWA |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 686K | 1K | RWA |
VANGUARD INDEX FDS | TOTAL STK MKT | 668K | 2K | RWA |
WELLS FARGO CO NEW | COM | 665K | 11K | RWA |
GENERAL DYNAMICS CORP | COM | 652K | 2K | RWA |
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 628K | 4K | RWA |
COCA COLA CO | COM | 624K | 10K | RWA |
WALMART INC | COM | 617K | 9K | RWA |
CARRIER GLOBAL CORPORATION | COM | 613K | 10K | RWA |
VANGUARD WORLD FD | INF TECH ETF | 593K | 1K | RWA |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 589K | 12K | RWA |
ISHARES TR | CORE DIV GRWTH | 579K | 10K | RWA |
PRICE T ROWE GROUP INC | COM | 574K | 5K | RWA |
PPG INDS INC | COM | 572K | 5K | RWA |
ABBOTT LABS | COM | 559K | 5K | RWA |
SELECT SECTOR SPDR TR | FINANCIAL | 556K | 14K | RWA |
TEXAS INSTRS INC | COM | 549K | 3K | RWA |
KIMBERLY-CLARK CORP | COM | 542K | 4K | RWA |
SOUTHERN CO | COM | 521K | 7K | RWA |
TRAVELERS COMPANIES INC | COM | 520K | 3K | RWA |
DISCOVER FINL SVCS | COM | 518K | 4K | RWA |
APPLIED MATLS INC | COM | 458K | 2K | RWA |
VANGUARD WORLD FD | MEGA CAP INDEX | 456K | 2K | RWA |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 447K | 4K | RWA |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 439K | 7K | RWA |
M & T BK CORP | COM | 430K | 3K | RWA |
DIGITAL RLTY TR INC | COM | 421K | 3K | RWA |
VANGUARD WORLD FD | HEALTH CAR ETF | 418K | 2K | RWA |
ISHARES TR | RUS 1000 GRW ETF | 410K | 1K | RWA |
SELECT SECTOR SPDR TR | RL EST SEL SEC | 407K | 11K | RWA |
GLOBAL X FDS | RBTCS ARTFL INTE | 393K | 13K | RWA |
NETFLIX INC | COM | 392K | 581 | RWA |
VANGUARD INDEX FDS | MID CAP ETF | 390K | 2K | RWA |
ISHARES TR | EAFE SML CP ETF | 384K | 6K | RWA |
SCHWAB CHARLES CORP | COM | 379K | 5K | RWA |
TESLA INC | COM | 375K | 2K | RWA |
MARATHON PETE CORP | COM | 373K | 2K | RWA |
GALLAGHER ARTHUR J & CO | COM | 372K | 1K | RWA |
ZIMMER BIOMET HOLDINGS INC | COM | 370K | 3K | RWA |
SPDR SER TR | S&P DIVID ETF | 369K | 3K | RWA |
PUBLIC SVC ENTERPRISE GRP IN | COM | 368K | 5K | RWA |
BRISTOL-MYERS SQUIBB CO | COM | 352K | 8K | RWA |
VANGUARD INDEX FDS | GROWTH ETF | 351K | 938 | RWA |
BROWN & BROWN INC | COM | 350K | 4K | RWA |
SCHWAB STRATEGIC TR | US SML CAP ETF | 348K | 7K | RWA |
SYNOPSYS INC | COM | 336K | 565 | RWA |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 311K | 4K | RWA |
NUCOR CORP | COM | 309K | 2K | RWA |
MOOG INC | CL A | 303K | 2K | RWA |
FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 298K | 4K | RWA |
DOMINION ENERGY INC | COM | 281K | 6K | RWA |
HP INC | COM | 277K | 8K | RWA |
MCCORMICK & CO INC | COM NON VTG | 273K | 4K | RWA |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 272K | 1K | RWA |
AMERIPRISE FINL INC | COM | 269K | 629 | RWA |
FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 266K | 5K | RWA |
THE CIGNA GROUP | COM | 260K | 786 | RWA |
CROWDSTRIKE HLDGS INC | CL A | 259K | 677 | RWA |
QUEST DIAGNOSTICS INC | COM | 256K | 2K | RWA |
AMERICAN TOWER CORP NEW | COM | 246K | 1K | RWA |
FIDELITY COVINGTON TRUST | MSCI CONSM DIS | 244K | 3K | RWA |
MORGAN STANLEY | COM NEW | 241K | 2K | RWA |
ISHARES TR | CORE MSCI EAFE | 231K | 3K | RWA |
WATSCO INC | COM | 228K | 492 | RWA |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 223K | 4K | RWA |
ISHARES TR | RUS 2000 GRW ETF | 212K | 807 | RWA |
CUMMINS INC | COM | 211K | 761 | RWA |
AON PLC | SHS CL A | 210K | 716 | RWA |
FIDELITY COVINGTON TRUST | MSCI INDL INDX | 210K | 3K | RWA |
EMERSON ELEC CO | COM | 208K | 2K | RWA |
RPM INTL INC | COM | 207K | 2K | RWA |
ISHARES TR | RUS MDCP VAL ETF | 200K | 2K | RWA |
LEXICON PHARMACEUTICALS INC | COM NEW | 17K | 10K | RWA |