A complete list of active advisors currently associated with Riverflow Wealth Management, LLC
Warmer can help you find a great advisor at Riverflow Wealth Management, LLC or one who fits your needs even better.
Riverflow Wealth Management is a solo independent registered investment adviser that provides discretionary asset management and fee-based financial planning and consulting to individuals, families, trusts, estates, charitable organizations and corporate clients. As of December 31, 2024 the firm reported managing roughly $10.6 million and generally constructs portfolios using individual stocks and bonds, ETFs, mutual funds, options and other public or private investments. The firm emphasizes continuous account supervision with at least quarterly reviews and tailors strategies to each client’s goals and risk tolerance, employing long‑term, short‑term and trading approaches as appropriate. Its stated methods of analysis include charting, fundamental, technical and cyclical techniques, and it may use margin and option-writing strategies where suitable for client objectives. Notable distinctions for a firm of this size include the principal’s securities-industry background (including Series 7 and Series 24 registrations and prior broker‑dealer affiliations) and an active insurance brokerage practice, which the brochure discloses consumes a material portion of the principal’s time and may present potential conflicts of interest. The firm also describes a custodian relationship with National Financial Services/Fidelity that provides research and platform services and explicitly serves corporate and charitable/entity clients in addition to individuals, reflecting portfolio management for non-individual clients that is less common among similar independent advisers.
To learn more about the advisors currently working at Riverflow Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Calabasas, CA
| 29
|
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