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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RIVERPOINT WEALTH MANAGEMENT

RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC, CRD 168346

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:18b382df-d02e-a452-e3ba-22ce8c0417a3

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: Aug 20, 2013 to Mar 27, 2026
39 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $906MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $906M
Private client RAUM: $906MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $227Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,060
Individual clients: 66
High net worth clients: 150
Custody, client assets: $539M
SEC number: 801-78487
CIK: 1682733
CRD: 168346
Filings on the tape: 39
First filed: Aug 20, 2013
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, IL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TIMOTHY PATRICK MCGRATH	Certified Financial Planner\|Chartered Financial Consultant	CHICAGO, IL	12	35	4	no
PAUL STEPHEN MERRICK	Chartered Financial Analyst	CHICAGO, IL	12	22	3	no
Noah Michael Shidlofsky	n/a	CHICAGO, IL	1	12	n/a	no
Kyle Edmond McGrath	Chartered Financial Analyst	CHICAGO, IL	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCGRATH, TIMOTHY, PATRICK	SOLE MEMBER	E	yes	07/2007	Aug 20, 2013	Jan 25, 2024
MCGRATH, TIMOTHY, PATRICK	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	Na	yes	07/2013	Aug 20, 2013	Jan 25, 2024
RIVERPOINT WEALTH MANAGEMENT, LLC	MANAGING MEMBER	E	yes	07/2007	Aug 20, 2013	Jan 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$906M	$906M	6	4	0	n/a	n/a
2024	Jan 30, 2025	$748M	$748M	4	3	0	n/a	n/a
2023	Jan 25, 2024	$643M	$643M	4	3	0	n/a	n/a
2022	Mar 21, 2023	$547M	$547M	4	2	0	n/a	n/a
2021	Mar 24, 2022	$605M	$605M	4	3	0	n/a	n/a
2020	Mar 19, 2021	$643M	$643M	7	5	0	n/a	n/a
2019	Mar 19, 2020	$540M	$540M	6	3	0	n/a	n/a
2018	Mar 14, 2019	$425M	$425M	5	3	0	n/a	n/a
2017	Mar 19, 2018	$409M	$409M	5	3	0	n/a	n/a
2016	Mar 20, 2017	$350M	$350M	5	4	n/a	n/a	n/a
2015	Mar 16, 2016	$316M	$316M	5	4	n/a	n/a	n/a
2014	Mar 27, 2015	$320M	$320M	6	4	n/a	n/a	n/a
2013	Mar 28, 2014	$269M	$263M	6	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$906M	$748M	21.2%	$547M	18.3%	6	4	0	0

Relationships

Registered with (8)

← Kyle Edmond McGrathAdvisorregistration: current employment
Mar 24, 2026 to presentfactForm ADV
← Noah Michael ShidlofskyAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← PAUL STEPHEN MERRICKAdvisorregistration: current employment
Mar 3, 2014 to presentfactForm ADV
← TIMOTHY PATRICK MCGRATHAdvisorregistration: current employment
Sep 25, 2013 to presentfactForm ADV
← Nicholas William GinnodoAdvisorregistration: previous registration
May 15, 2023 to Jun 3, 2024factForm ADV
← MITCHELL JAMES SOVISAdvisorregistration: previous registration
Mar 6, 2023 to Apr 4, 2023factForm ADV
← Carlos Jacob CruzAdvisorregistration: previous registration
Jan 26, 2021 to Jun 1, 2022factForm ADV
← JOSEPH BLANE SHEAAdvisorregistration: previous registration
Oct 3, 2013 to Oct 27, 2021factForm ADV

Controls (2)

← MCGRATH, TIMOTHY, PATRICKOwnerSOLE MEMBER, ownership code E, individual
Aug 20, 2013 to Jan 25, 2024factForm ADV
← RIVERPOINT WEALTH MANAGEMENT, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Aug 20, 2013 to Jan 25, 2024factForm ADV

Dated events

Occurred
Jun 3, 2024
Advisor changed firm
Nicholas William Ginnodo left Riverpoint Wealth Management for Fourstar Wealth Advisors, Llc (registered 2024-12-02)
Form ADVobserved 4 days ago
Occurred
Apr 4, 2023
Advisor changed firm
Mitchell James Sovis left Riverpoint Wealth Management for Cwm, Llc (registered 2023-04-26)
Form ADVobserved 4 days ago
Occurred
Jun 1, 2022
Advisor changed firm
Carlos Jacob Cruz left Riverpoint Wealth Management for Rockefeller Capital Management (registered 2022-07-26)
Form ADVobserved 4 days ago
Occurred
Nov 2, 2021
Control person left
Blane Joseph Shea (Managing Member) no longer on Schedule A of Riverpoint Wealth Management (listed 2021-09-01, absent 2021-11-02)
Form ADVobserved 4 days ago
Occurred
Mar 19, 2020
Regulatory AUM changed
Riverpoint Wealth Management reported RAUM $539.9M, up 27% from $425.5M (2019-11-19 to 2020-03-19)
Form ADVobserved 4 days ago
$114M
Occurred
Aug 20, 2013
First Form ADV filing
Riverpoint Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18b382df-d02e-a452-e3ba-22ce8c0417a3
First observed: Aug 20, 2013
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RIVERPOINT WEALTH MANAGEMENT

RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC, CRD 168346

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:18b382df-d02e-a452-e3ba-22ce8c0417a3

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY PATRICK MCGRATH

Certified Financial Planner|Chartered Financial Consultant

CHICAGO, IL

PAUL STEPHEN MERRICK

Chartered Financial Analyst

CHICAGO, IL

Noah Michael Shidlofsky

n/a

CHICAGO, IL

n/a

Kyle Edmond McGrath

Chartered Financial Analyst

CHICAGO, IL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCGRATH, TIMOTHY, PATRICK

SOLE MEMBER

yes

07/2007

Aug 20, 2013

Jan 25, 2024

MCGRATH, TIMOTHY, PATRICK

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

07/2013

Aug 20, 2013

Jan 25, 2024

RIVERPOINT WEALTH MANAGEMENT, LLC

MANAGING MEMBER

yes

07/2007

Aug 20, 2013

Jan 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$906M

n/a

2024

Jan 30, 2025

$748M

n/a

2023

Jan 25, 2024

$643M

n/a

2022

Mar 21, 2023

$547M

n/a

2021

Mar 24, 2022

$605M

n/a

2020

Mar 19, 2021

$643M

n/a

2019

Mar 19, 2020

$540M

n/a

2018

Mar 14, 2019

$425M

n/a

2017

Mar 19, 2018

$409M

n/a

2016

Mar 20, 2017

$350M

n/a

2015

Mar 16, 2016

$316M

n/a

2014

Mar 27, 2015

$320M

n/a

2013

Mar 28, 2014

$269M

$263M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$906M

$748M

21.2%

$547M

18.3%