White River Investments
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About
White River Investments works with individual and high‑net‑worth clients, providing discretionary portfolio management, financial planning, and wealth/family office services. The firm also offers private equity advisory on a nondiscretionary basis and one‑on‑one financial counseling that addresses clients’ financial behaviors and goals.
Investment advice is tailored and typically implemented on a discretionary basis using a mix of in‑house strategies, third‑party model portfolios, and alternative investments, with ESG screening applied through Morningstar. The firm discloses use of digital assets, real estate, options and structured products in client portfolios and conducts quarterly due diligence and consolidated reporting for private equity holdings.
Compared with peers of similar advisor size, White River’s service mix is notable for delivering family office–style offerings—family continuity, trustee oversight, integrated tax and financial planning, lifestyle management and family philanthropy—despite modest assets under management and a small, concentrated client base. The combination of behavioral financial counseling, formal ESG screening, and explicit digital‑asset advisory is atypical for a supported firm with two advisors and fewer than fifty clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
Account minimum: No minimum stated; however, the firm may terminate accounts it deems too small to manage effectively and may combine related accounts to meet minimums.
Main office
See officeAustin TX
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
White River Consulting LLC · White River Investments
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.
Forms ADV
Advisors at this firm
Michelle D
Series 63, Series 65
Cedar Park, TX
White River Investments
Michelle Deal is a financial advisor at White River Investments in Austin, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at US Capital Wealth Advisors LLC and Fidelity Investments. White River Investments serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and family office services. The firm combines tailored investment strategies with behavioral financial counseling, ESG screening, and digital asset advisory.
Christi V
CFP®, Series 66
Austin, TX
White River Investments
Christi Van Rite is a CFP® with 20 years of industry experience, currently serving at White River Investments in Austin, TX. Her prior experience includes roles at Raymond James & Associates, Inc. and U.S. Capital Wealth Advisors, LLC. Outside of financial advising, she is the managing member of a real estate development company, where she coordinates architects and engineers and manages project budgets. White River Investments serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and family office services. The firm combines tailored investment strategies with ESG screening and behavioral financial counseling, providing family office–style offerings despite its small size.
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