Riverside Capital Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and related advisory services to individuals and high-net-worth individuals. Portfolios are built with low-cost mutual funds and ETFs and may also include individual stocks, bonds, options and other investments; financial planning review is offered as part of the advisory relationship at no additional charge.
The investment process is tailored to each client’s stated objectives and risk tolerance and uses a mix of fundamental, technical, charting and cyclical analysis; strategies are typically long‑term but can be managed actively or on a shorter term basis. The brochure discloses that the firm employs derivatives and option strategies within separately managed accounts — including covered and uncovered options and spreads — a practice the firm notes increases certain risks and that is relatively uncommon among independent peers.
The firm, founded in 2024, manages a modest asset base across a limited number of client accounts and operates under discretionary authority while requiring the use of a specific custodian. Operational details that may be relevant to prospective clients include a policy of not aggregating trades across accounts, quarterly personal-trade reviews under its Code of Ethics, and a practice of leaving proxy voting responsibility with clients.
Client services
Expertise
Fee options
1.50% annually (flat fee for all assets)
Main office
Lewiston NY
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
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