Riverchase Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$251,356,133
Clients
169
Advisors
3
across 2 offices
About
Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors with financial planning, discretionary investment management, retirement plan consulting, and, notably, tax preparation and IRS representation services. The brochure states the firm implements written engagement agreements and requires clients to sign Investment Policy Statements that guide portfolio management.
The firm constructs client portfolios through documented investment policy statements, focusing on asset allocation, use of no-load/low-cost mutual funds and ETFs, and tax-conscious strategies such as asset location and tax-loss harvesting, while employing both strategic and tactical adjustments and ongoing monitoring. RWM provides client access to a secure web-based portal and delivers discretionary trading authority consistent with each client’s stated objectives and risk tolerance.
What is distinctive for a firm of this size is the integration of tax services with advisory work — the brochure specifically notes tax preparation and IRS representation are offered as separate engagements — and the firm’s role serving as a 3(21) or 3(38) fiduciary for employer plans when engaged. The firm also maintains a professional network that includes accountants (and discloses recommending accountants without receiving referral compensation), and it advertises third‑party ratings while directing clients to its CRD and the SEC’s adviserinfo site for additional information.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Account minimum: $250,000 (may be waived based on client needs and complexity) Fee-only: Financial planning fees between $500 and $15,000, negotiable and based on complexity; may be waived if client engages investment management services.
Main office
See office3419 Cross Timbers Road, Suite 105
Flower Mound TX 75028
Advisors at this office
2
Offices (2)
Most active in
Colorado · Pennsylvania · Texas
Also doing business as
Riverchase Financial Planning, LLC · Riverchase Wealth Management, LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Quick links
Advisors at this firm
Albert D
CFP®, Series 63, Series 65
Flower Mound, TX
Riverchase Wealth Management, LLC
Albert Dean is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is affiliated with Riverchase Wealth Management, LLC and previously worked at Kelleher Dean Tax Advisors, LLC. Dean holds Series 63 and Series 65 licenses. Riverchase Wealth Management serves individuals, trusts, estates, retirement plans, small businesses, and corporations by providing financial planning, discretionary investment management, and retirement plan consulting. The firm integrates in-house tax preparation and IRS representation services and typically implements portfolios using a mix of mutual funds, ETFs, equities, fixed income, and alternatives with an emphasis on tax efficiency and periodic rebalancing.
Sean K
CFP®, Series 63
Flower Mound, TX
Riverchase Wealth Management, LLC
Sean Kelleher is a CFP® professional with 21 years of industry experience, currently serving at Riverchase Wealth Management, LLC in Flower Mound, TX. He previously worked at Kelleher Dean Tax Advisors, LLC for five years and has been with Riverchase Financial Planning, LLC for 15 years. Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors, providing financial planning, discretionary investment management, retirement plan consulting, as well as tax preparation and IRS representation services. The firm emphasizes documented investment policy statements, tax-conscious strategies, and fiduciary roles for employer plans.
Jaco J
CFP®, CFA®, ChFC®, Series 66
Upper St. Clair, PA
Riverchase Wealth Management, LLC
Jaco Jordaan is a financial advisor at Riverchase Wealth Management, LLC with 26 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to joining Riverchase Wealth Management in 2024, he worked at Opus Financial Solutions LLC, Sanitas Wealth Management, LLC, and H.D. Vest Advisory Services. Riverchase Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, and businesses. The firm integrates tax preparation and IRS representation services alongside its advisory offerings and manages portfolios using diversified, tax-efficient strategies tailored to client objectives.
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