RIVER SOURCE WEALTH MANAGEMENT, LLC

WAYNESVILLE, North Carolina·2 registered advisors·CRD# 150852
SEC# 801-70474828-452-1288
01

Firm Overview

AUM
$236M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RIVER SOURCE WEALTH MANAGEMENT, LLC

2 registered advisors
Stephen Brandon Anderson
WAYNESVILLE, North Carolina
Timothy Francis Phelan
WAYNESVILLE, North Carolina
05

Office Locations

WAYNESVILLE, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. RIVER SOURCE WEALTH MANAGEMENT, LLC (CRD# 150852) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.