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Riverwater Partners LLC

Headquartered in MILWAUKEE, WI

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Firm Information

Riverwater Partners LLC is an investment advisor based in Milwaukee, WI, with a focus on providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension plans. They have over $871 million in assets under management and specialize in serving high-net-worth individuals and institutional clients. The firm offers a wide range of services including portfolio management, investment management, and financial planning. Riverwater Partners LLC prides itself on its personalized approach to client relationships and its commitment to providing comprehensive financial advice.

Riverwater Partners LLC

1433 N. WATER STREET

MILWAUKEE, WI 53202

$871.74M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

RIVERWATER PARTNERS LLC has a total of 1 branch locations across the country.
location

MILWAUKEE, WI

Advisors at Riverwater Partners LLC

View All 6 Advisors
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Elizabeth Ann Kiefer

RA

MILWAUKEE, WI

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Adam Jonathan Peck

CFA®, RA

MILWAUKEE, WI

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Unclaimed
Elizabeth Ann Gauthier

RA

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John Connor Doak

RA

Milwaukee, WI

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Brian J Gigl

CFP®, RA

MILWAUKEE, WI

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Nathan Fredrick

RA

MILWAUKEE, WI

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Matthew Michael Drvaric

RA

MILWAUKEE, WI

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Disclosures

There are no public disclosures for Riverwater Partners LLC.

Frequently Asked Questions (11)

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