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
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 17
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
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
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-80629
SEC ERA File Number 801-80629
SEC CIK Numbers 1642570
SEC CRD Numbers 173767
Legal Entity Identifier None

Principal Office

100 CORPORATE CENTER DRIVE
SUITE 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
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
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

20100201920202021202220232024202510 on 5/7/201910 on 5/7/201912 on 8/1/201914 on 3/25/202014 on 5/15/202014 on 6/29/202014 on 10/19/202014 on 1/12/202115 on 3/9/202115 on 9/23/202115 on 3/8/202215 on 3/25/202215 on 11/4/202215 on 12/20/202215 on 3/30/202315 on 6/13/202315 on 7/6/202317 on 3/29/2024

RAUM, Historic

2B1B02019202020212022202320242025491543888 on 5/7/2019491543888 on 5/7/2019491543888 on 8/1/2019639882519 on 3/25/2020639882519 on 5/15/2020639882519 on 6/29/2020639882519 on 10/19/2020639882519 on 1/12/2021818300220 on 3/9/2021818300220 on 9/23/2021818300220 on 3/8/20221040134975 on 3/25/20221040134975 on 11/4/20221040134975 on 12/20/2022896649243 on 3/30/2023896649243 on 6/13/2023896649243 on 7/6/20231064243971 on 3/29/2024

No. Clients, Historic

90045002019202020212022202320242025560 on 5/7/2019560 on 5/7/2019560 on 8/1/2019578 on 3/25/2020578 on 5/15/2020578 on 6/29/2020578 on 10/19/2020578 on 1/12/2021642 on 3/9/2021642 on 9/23/2021642 on 3/8/2022737 on 3/25/2022737 on 11/4/2022737 on 12/20/2022777 on 3/30/2023777 on 6/13/2023777 on 7/6/2023808 on 3/29/2024

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