Riverside Wealth Management

Riverside Wealth Management

Riverside Wealth Management was established in 2006 and is headquartered in West Palm Beach, Florida. The firm is structured as a registered investment advisor (RIA) providing portfolio management, investment consulting, and financial planning services primarily to high-net-worth individuals, trusts, and estates. Its client base is concentrated in the South Florida region. The firm operates with a fiduciary mandate under SEC registration, managing discretionary separate accounts tailored to each client's liquidity needs and tax circumstances. The firm constructs multi-asset-class portfolios that typically include allocations to US large-cap equities, taxable and tax-exempt municipal fixed income, and publicly traded real estate investment trusts. For certain qualified clients, Riverside layers in private alternative fund commitments via manager due diligence and third-party feeder vehicles. The firm does not sponsor proprietary funds, acting instead as an allocator that negotiates institutional share classes from external managers. Client portfolios historically carry an income orientation, reflecting the retirement and trust-account profiles common to the South Florida wealth corridor. Riverside serves families, trusts, and estates from its single office in West Palm Beach. The firm provides ongoing monitoring, tax-loss harvesting, and periodic rebalancing across client mandates. Its compliance and advisory framework operates under the Investment Advisers Act of 1940, with the firm filing Form ADV disclosures through the SEC's IAPD system (public record). While the firm's total regulatory assets under management and headcount are not publicly reported, its ADV filings confirm its core business as advisory services for individuals and high-net-worth clients. The firm's most relevant structural differentiator is its position as a Florida-domiciled RIA operating in a high-growth wealth migration corridor. As high-net-worth households continue relocating to Palm Beach County from the Northeast, Riverside's local footprint and tax-aware, trust-specialist advisory model aligns with the planning priorities of newly relocated estates. It maintains no broker-dealer affiliation, reinforcing the fee-only fiduciary posture that distinguishes it from commission-based competitors in the region.