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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RIVERWATER PARTNERS LLC

CRD 283540

MILWAUKEE, WI

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:5db15f3d-3d8a-31e6-5269-7a578c532955

Data as of Jun 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Oct 15, 2019 to Jun 16, 2026
27 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=0.73 fund_share=0.16 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $661MItem 5.F on the latest filing (2026-06-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $434M
Private client RAUM: $480MderivedItem 5.D individuals plus high net worth individuals
Private client share: 73%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $110Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 548
Individual clients: 74
High net worth clients: 87
Custody, client assets: $70.6M
SEC number: 801-117635
CIK: 1882572
CRD: 283540
Filings on the tape: 27
First filed: Oct 15, 2019
Latest filed: Jun 16, 2026
Organised: Limited Liability Company, WI

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
MATTHEW MICHAEL DRVARIC	n/a	MILWAUKEE, WI	9	21	1	no
Nathan Fredrick	n/a	MILWAUKEE, WI	8	10	n/a	no
ADAM JONATHAN PECK	Chartered Financial Analyst	MILWAUKEE, WI	6	19	1	no
John Connor Doak	n/a	Milwaukee, WI	4	12	n/a	no
BRIAN J GIGL	Certified Financial Planner	MILWAUKEE, WI	2	23	1	no
Elizabeth Ann Gauthier	n/a	MILWAUKEE, WI	1	12	n/a	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
PECK, ADAM, JONATHAN	MEMBER AND CHIEF INVESTMENT OFFICER	C	yes	02/2016	Oct 15, 2019	Jun 27, 2024
PECK, LAURA, LEIGH	Member	C	yes	05/2016	Oct 15, 2019	Jun 27, 2024
BOHLEN, CYNTHIA, KAY	CHIEF MINDFULNESS OFFICER	Na	no	09/2019	Mar 30, 2020	Jun 27, 2024
DRVARIC, MATTHEW, MICHAEL	Partner	Na	no	06/2016	Oct 15, 2019	Jun 27, 2024
FOX, KIRK, SCOTT	PARTNER AND DIRECTOR OF RESEARCH	Na	no	05/2024	Jun 27, 2024	Jun 27, 2024
POMBRA, MANOJ, KUMAR	CHIEF COMPLIANCE OFFICER	Na	no	09/2023	Sep 20, 2023	Jun 27, 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; showing 7 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 27, 2026	$661M	$434M	11	8	n/a	n/a
2024	Apr 15, 2025	$600M	$245M	11	7	n/a	n/a
2023	Mar 1, 2024	$872M	$160M	12	8	n/a	n/a
2022	Mar 23, 2023	$747M	$122M	11	8	n/a	n/a
2021	Mar 17, 2022	$895M	$123M	11	8	n/a	n/a
2020	Mar 25, 2021	$749M	$65.3M	7	5	n/a	n/a
2019	Mar 30, 2020	$596M	$46.4M	7	5	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
0	0	0	0.0%	0	0	0	1	0

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	$661M	$600M	10.1%	$747M	-4.0%	11	11	0	0

Relationships

Registered with (7)

← Elizabeth Ann GauthierAdvisorregistration: current employment
Nov 19, 2024 to presentfactForm ADV
← BRIAN J GIGLAdvisorregistration: current employment
May 1, 2024 to presentfactForm ADV
← John Connor DoakAdvisorregistration: current employment
Oct 15, 2021 to presentfactForm ADV
← ADAM JONATHAN PECKAdvisorregistration: current employment
Nov 14, 2019 to presentfactForm ADV
← Nathan FredrickAdvisorregistration: current employment
Sep 17, 2018 to presentfactForm ADV
← MATTHEW MICHAEL DRVARICAdvisorregistration: current employment
Oct 20, 2016 to presentfactForm ADV
← MICHAEL H DISTEFANOAdvisorregistration: previous registration
Oct 21, 2016 to Sep 6, 2017factForm ADV

Owns (4)

← POMBRA, MANOJ, KUMAROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 20, 2023 to Jun 27, 2024factForm ADV
← BOHLEN, CYNTHIA, KAYOwnerCHIEF MINDFULNESS OFFICER, ownership code NA, individual
Mar 30, 2020 to Jun 27, 2024factForm ADV
← FOX, KIRK, SCOTTOwnerPARTNER AND DIRECTOR OF RESEARCH, ownership code NA, individual
Jun 27, 2024 to Jun 27, 2024factForm ADV
← DRVARIC, MATTHEW, MICHAELOwnerPARTNER, ownership code NA, individual
Oct 15, 2019 to Jun 27, 2024factForm ADV

Controls (2)

← PECK, ADAM, JONATHANOwnerMEMBER AND CHIEF INVESTMENT OFFICER, ownership code C, individual
Oct 15, 2019 to Jun 27, 2024factForm ADV
← PECK, LAURA, LEIGHOwnerMEMBER, ownership code C, individual
Oct 15, 2019 to Jun 27, 2024factForm ADV

Dated events

Occurred
Apr 15, 2025
Regulatory AUM changed
Riverwater Partners Llc reported RAUM $600.2M, down 31% from $871.7M (2024-06-27 to 2025-04-15)
Form ADVobserved 6 days ago
$-272M
Occurred
Mar 25, 2021
Regulatory AUM changed
Riverwater Partners Llc reported RAUM $749.1M, up 26% from $595.9M (2020-10-23 to 2021-03-25)
Form ADVobserved 6 days ago
$153M
Occurred
Oct 15, 2019
First Form ADV filing
Riverwater Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5db15f3d-3d8a-31e6-5269-7a578c532955
First observed: Oct 15, 2019
Last observed: Jun 16, 2026 3 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.

RIVERWATER PARTNERS LLC

CRD 283540

MILWAUKEE, WI

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:5db15f3d-3d8a-31e6-5269-7a578c532955

Data as of Jun 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW MICHAEL DRVARIC

n/a

MILWAUKEE, WI

Nathan Fredrick

n/a

MILWAUKEE, WI

n/a

ADAM JONATHAN PECK

Chartered Financial Analyst

MILWAUKEE, WI

John Connor Doak

n/a

Milwaukee, WI

n/a

BRIAN J GIGL

Certified Financial Planner

MILWAUKEE, WI

Elizabeth Ann Gauthier

n/a

MILWAUKEE, WI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PECK, ADAM, JONATHAN

MEMBER AND CHIEF INVESTMENT OFFICER

yes

02/2016

Oct 15, 2019

Jun 27, 2024

PECK, LAURA, LEIGH

Member

yes

05/2016

Oct 15, 2019

Jun 27, 2024

BOHLEN, CYNTHIA, KAY

CHIEF MINDFULNESS OFFICER

09/2019

Mar 30, 2020

Jun 27, 2024

DRVARIC, MATTHEW, MICHAEL

Partner

06/2016

Oct 15, 2019

Jun 27, 2024

FOX, KIRK, SCOTT

PARTNER AND DIRECTOR OF RESEARCH

05/2024

Jun 27, 2024

POMBRA, MANOJ, KUMAR

CHIEF COMPLIANCE OFFICER

09/2023

Sep 20, 2023

Jun 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 27, 2026

$661M

$434M

n/a

2024

Apr 15, 2025

$600M

$245M

n/a

2023

Mar 1, 2024

$872M

$160M

n/a

2022

Mar 23, 2023

$747M

$122M

n/a

2021

Mar 17, 2022

$895M

$123M

n/a

2020

Mar 25, 2021

$749M

$65.3M

n/a

2019

Mar 30, 2020

$596M

$46.4M

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

$661M

$600M

10.1%

$747M

-4.0%