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Riverflow Wealth Management, LLC (Calabasas)


Riverflow Wealth Management, LLC is an adviser based in Calabasas. It manages $26 million of regulatory assets for 168 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

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Riverflow Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Riverflow Wealth Management: assets under management

The assets under management (AUM) of Riverflow Wealth Management, LLC is $26 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts and $6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $232.56 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $73.17 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Riverflow Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Calabasas

The principal office where Riverflow Wealth Management, LLC performs its advisory services is located at 4766 Park Granada, Calabasas, CA 91302, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-224-2269 or by fax 818-256-3001. The normal business hours are 6:30 a.m. to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.riverflowwealthmangagement.com.


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