Riverside Wealth Management, Inc.

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Client assets under management

$90,104,012

Clients

92% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$6,931,078

Client services

Portfolio management Selection of other advisers Educational seminars or workshops Consulting

Main office location

Riverside Wealth Management, Inc.

515 N. Flagler Drive, Suite 350

West Palm Beach FL 33401, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 561-270-6880

Advisors at this firm

Tucker S

Series 65

West Palm Beach, FL

Riverside Wealth Management, Inc.

Tucker Smith is a financial advisor at Riverside Wealth Management, Inc. in West Palm Beach, FL, holding a Series 65 designation. He has experience working at Brown Brothers Harriman & Co. and John Hancock Life Insurance Company, though his industry experience is currently at entry level. Outside of finance, he is employed as service staff at LaRosa's Italian Café & Bar. Riverside Wealth Management, Inc. is a small firm with two advisors, providing personalized financial services.

Karla P

Series 65

West Palm Beach, FL

Riverside Wealth Management, Inc.

Karla Pippins is a financial advisor with Riverside Wealth Management, Inc. in West Palm Beach, FL, holding a Series 65 designation and 19 years of industry experience. She has been with Riverside Wealth Management since 2006. In addition to her advisory work, she consults on strategic financial, personnel, and employment benefits matters for Persimmon Technologies, Corporation. Riverside Wealth Management serves clients with personalized wealth management strategies and provides supported advisory services through a small team.

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