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Sean Paul Kelleher

RIVERCHASE WEALTH MANAGEMENT, LLC·FLOWER MOUND, Texas
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3419 CROSS TIMBERS ROAD, FLOWER MOUND, TX 75028CRD# 2922697Firm CRD# 156950
01

About

Sean Paul Kelleher is a registered financial advisor based in FLOWER MOUND, Texas, affiliated with RIVERCHASE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RIVERCHASE WEALTH MANAGEMENT, LLC
RIVERCHASE WEALTH MANAGEMENT, LLC
AUM
$117M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2922697
Firm CRD# 156950
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sean Paul Kelleher offer?
Sean Paul Kelleher specializes in Financial Planning, Investment Management. Contact their office in FLOWER MOUND, Texas for a consultation.
What are Sean Paul Kelleher's credentials?
Sean Paul Kelleher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Paul Kelleher located?
Sean Paul Kelleher is based in FLOWER MOUND, Texas, working with RIVERCHASE WEALTH MANAGEMENT, LLC. Their office serves clients in the FLOWER MOUND metropolitan area and surrounding communities.
How does Sean Paul Kelleher charge for services?
Sean Paul Kelleher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIVERCHASE WEALTH MANAGEMENT, LLC?
RIVERCHASE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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