RIVERSTONE WEALTH MANAGEMENT

AUSTIN, Texas·5 registered advisors·CRD# 40418
SEC# 801-63700512-476-5554
01

Firm Overview

AUM
$380M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at RIVERSTONE WEALTH MANAGEMENT

5 registered advisors
Eduardo Valle
AUSTIN, Texas
Kathleen Mallari
AUSTIN, Texas
Paul Kevin Sr Gautier
AUSTIN, Texas
Thomas Duane Faught
AUSTIN, Texas
ChFC
Torry Christian Scott
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
5 advisors

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Data sourced from SEC Form ADV filings. RIVERSTONE WEALTH MANAGEMENT (CRD# 40418) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.