Riverchase Wealth Management, LLC Employee Directory

Financial ServicesTexas, United States2-10 Employees

Riverchase Wealth Management, LLC is a financial services firm based in Flower Mound, Texas, offering fee-only financial planning and investment management. It serves clients in the Dallas/Fort Worth area, Pittsburgh and the South Hills of Pittsburgh, with nationwide reach through virtual services. The firm targets retirees and pre-retirees, executives and business professionals, including business owners, and individuals experiencing life events such as inheritance, death of a loved one, or divorce. Its advisory process covers retirement income evaluation and adjustment, tax planning to optimize after-tax wealth, protection for unplanned life events, and estate disposition, with the aim of helping clients pursue financial goals. As a small practice with 2-10 employees, it emphasizes independence from external compensation structures, describing itself as fee-only to avoid commissions or sales incentives. More information is available on its website at riverchasewealth.com.

Find Riverchase Wealth Management, LLC employees' phone numbers or email addresses

Riverchase Wealth Management, LLC Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Riverchase Wealth Management, LLC's Leadership

  • Stylized image of a person
    B. P.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    B. B.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    J. J.
    Wealth Manager
    Phone icon
  • Stylized image of a person
    A. D.
    Manager
    Phone icon
  • Stylized image of a person
    R. D.
    Principal
    Phone icon
  • Stylized image of a person
    S. K.
    Principal
    Phone icon
  • Stylized image of a person
    M. M.
    Financial Planning Associate
    Phone icon
  • Stylized image of a person
    V. F.
    Associate Financial Planner
    Phone icon

Riverchase Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Riverchase Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. P.
    Director Of Operations
    Phone icon
    United StatesTexas
    Oct 20, 2025
  • Stylized image of a person
    B. B.
    Director Of Operations
    Phone icon
    Jul 12, 2025
  • Stylized image of a person
    J. J.
    Wealth Manager
    Phone icon
    United StatesPennsylvania
    Oct 24, 2025
  • Stylized image of a person
    A. D.
    Manager
    Phone icon
    UNITED STATES
    Nov 11, 2025
  • Stylized image of a person
    R. D.
    Principal
    Phone icon
    United StatesTexas
    Nov 11, 2025
  • Stylized image of a person
    S. K.
    Principal
    Phone icon
    United StatesTexas
    Oct 22, 2025
  • Stylized image of a person
    M. M.
    Financial Planning Associate
    Phone icon
    United StatesTexas
    May 22, 2026
  • Stylized image of a person
    V. F.
    Associate Financial Planner
    Phone icon
    United StatesTexas
    Oct 03, 2025
  • Stylized image of a person
    V. G.
    Wealth Plan Specialist
    Phone icon
    UNITED STATES
    May 01, 2024

Frequently Asked Questions

What is Riverchase Wealth Management, LLC known for?

Minus sign iconPlus sign icon
Riverchase Wealth Management, LLC was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 3419 Cross Timbers Road Suite 105 Flower Mound, Texas 75077 United States. Explore Riverchase Wealth Management, LLC's company overview page for more information.

What is Riverchase Wealth Management, LLC's most common email format?

Minus sign iconPlus sign icon
Riverchase Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Riverchase Wealth Management, LLC email formats with LeadIQ.

How many employees does Riverchase Wealth Management, LLC have currently?

Minus sign iconPlus sign icon
Riverchase Wealth Management, LLC has approximately 6 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Riverchase Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Riverchase Wealth Management, LLC's key employees include:

  • Director Of Operations: B. P.
  • Director Of Operations: B. B.
  • Wealth Manager: J. J.
  • Manager: A. D.
  • Principal: R. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.