# Riverpoint Wealth Management

Riverpoint Wealth Management is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** riverpointwealth.com
- **LinkedIn:** https://www.linkedin.com/company/riverpoint-wealth-management

## Regulatory record

- **CRD number:** 168346
- **SEC file number:** 801-78487
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168346

## About

Riverpoint Wealth Management is an SEC-registered investment adviser in Chicago, IL, registered since 2013. The firm manages approximately $906 million in assets. It has 6 employees and 4 investment advisers.

## Sectors

- Wealth Management
- Financial Services

## Questions

### How does Riverpoint Wealth Management structure its investment process alongside financial planning?

The firm operates a planning-centric model where portfolio construction is subordinate to a client's overall financial plan rather than sold as a standalone product. This means tax strategy, estate considerations, and cash-flow needs directly shape asset allocation and security selection, rather than being layer-on services handled by a separate department.

### Is Riverpoint Wealth Management affiliated with a larger financial institution or broker-dealer?

Riverpoint operates as an independent registered investment advisor rather than as part of a bank, wirehouse, or national aggregator. This independence is structurally important: it means the firm is not incentivized to distribute proprietary products or meet cross-selling quotas that can influence asset allocation decisions at institutionally affiliated wealth managers.

## Related profiles

- [River Wealth Advisors](https://altss.com/profile/river-wealth-advisors)
- [Riverside Health Systems](https://altss.com/profile/riverside-health-systems-rhs)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/riverpoint-wealth-management

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