River Wealth Advisors LLC

River Wealth Advisors, LLC is a registered investment advisor offering asset management, financial planning, and investment consulting services. The firm was established on October 8, 2014, and is owned by River Wealth Holdings, LLC. As of December 31, 2024, the firm had $1,230,549,529 in assets under management on a discretionary basis and $26,602,185 in assets under management on a non-discretionary basis. River Wealth tailors its services to meet individual client needs, providing asset management primarily through stocks, bonds, mutual funds, and ETFs. The firm charges an annual fee based on a percentage of assets under management, typically up to 1.25%. Clients have the option to engage in financial planning and consulting services, with fees ranging from $150 to $300 per hour. River Wealth acts as a fiduciary, obligated to act in the best interests of clients. The firm exercises investment discretion for clients, allowing it to make decisions on securities transactions without prior client consent. River Wealth receives economic benefits from Schwab and Fidelity, the recommended broker-dealers/custodians, but clients do not incur additional charges. The firm may accept proxy voting authority and offers ongoing account reviews to ensure client portfolios align with their financial goals and risk tolerance. Clients are encouraged to contact the Chief Compliance Officer for any inquiries or conflicts of interest.