River Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$82,711,265
Clients
232
Advisors
2
of 3 employees
About
River Wealth Management provides investment advisory and related planning services to a mix of clients including individual and high‑net‑worth households, retirement plans, charitable organizations, banks, corporations, insurance companies and pension/profit‑sharing plans. The firm offers discretionary and non‑discretionary asset management, 401(k)/retirement plan advisory, and standalone financial planning and consulting engagements.
Investment approaches are customized to client goals and may vary by advisor; the firm uses a range of methods (including fundamental, technical and cyclical analysis) and implements both long‑term and shorter‑term strategies with ongoing monitoring and rebalancing. River Wealth emphasizes tailored portfolios and permits clients to impose written investment restrictions, while it does not accept performance‑based fees or participate in wrap fee programs.
Notable distinctions include a two‑owner, two‑managing‑member structure with ownership split evenly between two entities and total assets under management reported at about $83 million as of year‑end 2024. The firm’s principals maintain insurance licenses and one principal also operates a financial‑services software business focused on estate and legacy planning, and the firm generally custodies assets through an institutional relationship with Charles Schwab and does not vote client proxies.
Client services
Expertise
Fee options
Financial planning services at flat rate as agreed upon in the Financial Planning contract
$0 - $499,999.99: 1.50% $500,000 - $999,999.99: 1.25% $1,000,000 - $1,999,999.99: 1.00% $2,000,001 - $2,999,999.99: 0.80% Over $3,000,000+: 0.70%
Minimum fee: Minimum fee for Financial Planning or Financial Consulting is $500.00 Fee-only: Flat rate financial planning fees as agreed upon in the Financial Planning contract; minimum $500
Main office
5054 Paramount Blvd.
Medina OH 44256
Advisors at this office
2
Most active in
Ohio · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Scott H
Series 66
Medina, OH
River Wealth Management LLC
Scott Huff is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at River Wealth Management LLC since 2020 and previously held roles at Arbor Point Advisors and Securities America, Inc. Outside of advisory work, he is the creator of Yourefolio, a computer software platform that provides planning tools for professional advisors. He also serves in law enforcement with the City of Cleveland. River Wealth Management provides investment advisory and planning services to a diverse client base, including individual and high-net-worth households, retirement plans, and charitable organizations. The firm customizes investment approaches based on client goals, employing a variety of analytical methods and strategies, while offering discretionary and non-discretionary asset management along with financial planning and consulting.
Timothy P
CFP®, Series 66
Medina, OH
River Wealth Management LLC
Timothy Plonski is a CFP® with 14 years of experience in the financial industry. He has worked at River Wealth Management LLC since 2020, following roles at Arbor Point Advisors and Securities America, Inc. Additionally, he is involved in insurance sales through JK Investment Group, where he solicits and sells disability, life, and long-term care insurance products. River Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, corporations, and retirement plans, offering portfolio management and financial planning services tailored to client risk profiles and time horizons. The firm uses a combination of fundamental, technical, and cyclical analysis and manages approximately $83 million in assets across a two-advisor team.
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