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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RIVERGLADES FAMILY OFFICES, LLC

CRD 171584

NAPLES, FL

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:d7c013e9-66ce-961e-371b-c01d11e0f8a4

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: May 28, 2014 to Mar 19, 2026
40 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Riverglades Family Offices, LLC

Family office · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.75 fund_share=0.0 institutional_share=0.16 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $221MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $177M
Private client RAUM: $166MderivedItem 5.D individuals plus high net worth individuals
Private client share: 75%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $111Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 200
Individual clients: 24
High net worth clients: 34
SEC number: 801-79857
CRD: 171584
Filings on the tape: 40
First filed: May 28, 2014
Latest filed: Mar 19, 2026
Organised: Limited Liability Company, FL
Website: rivergladesfo.com

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
PAUL J. MARINELLI	Chartered Financial Analyst	NAPLES, FL	1	23	5	no
BERTRAM TEMPLIN MARTIN	n/a	St. Petersburg, FL \| NAPLES, FL \| ST. PETERSBURG, FL	0	17	3	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
MARINELLI, PAUL, J.	CHIEF COMPLIANCE OFFICER	E	yes	05/2014	May 28, 2014	Mar 26, 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 19, 2026	$221M	$177M	2	2	0	n/a	n/a
2024	Mar 17, 2025	$194M	$152M	2	2	0	n/a	n/a
2023	Mar 26, 2024	$178M	$140M	2	2	0	n/a	n/a
2022	Mar 30, 2023	$163M	$124M	2	2	0	n/a	n/a
2021	Mar 7, 2022	$192M	$153M	2	2	0	n/a	n/a
2020	Mar 22, 2021	$177M	$145M	1	1	0	n/a	n/a
2019	Mar 17, 2020	$179M	$149M	1	1	0	n/a	n/a
2018	Feb 12, 2019	$191M	$169M	1	1	0	n/a	n/a
2017	Mar 13, 2018	$168M	$150M	2	2	0	n/a	n/a
2016	Mar 13, 2017	$180M	$162M	3	3	n/a	n/a	n/a
2015	Mar 15, 2016	$146M	$144M	2	2	n/a	n/a	n/a
2014	Mar 2, 2015	$102M	$100M	2	2	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	2	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	$221M	$194M	14.1%	$163M	10.7%	2	2	0	0

Relationships

Registered with (3)

← BERTRAM TEMPLIN MARTINAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← PAUL J. MARINELLIAdvisorregistration: current employment
Jan 9, 2025 to presentfactForm ADV
← ROBERT EDWARDSAdvisorregistration: previous registration
Aug 7, 2014 to Oct 7, 2016factForm ADV

Controls (1)

← MARINELLI, PAUL, J.OwnerCHIEF COMPLIANCE OFFICER, ownership code E, individual
May 28, 2014 to Mar 26, 2024factForm ADV

Dated events

Occurred
May 28, 2014
First Form ADV filing
Riverglades Family Offices, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d7c013e9-66ce-961e-371b-c01d11e0f8a4
First observed: May 28, 2014
Last observed: Mar 19, 2026 6 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.

RIVERGLADES FAMILY OFFICES, LLC

CRD 171584

NAPLES, FL

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:d7c013e9-66ce-961e-371b-c01d11e0f8a4

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:06 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL J. MARINELLI

Chartered Financial Analyst

NAPLES, FL

BERTRAM TEMPLIN MARTIN

n/a

St. Petersburg, FL | NAPLES, FL | ST. PETERSBURG, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARINELLI, PAUL, J.

CHIEF COMPLIANCE OFFICER

yes

05/2014

May 28, 2014

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$221M

$177M

n/a

2024

Mar 17, 2025

$194M

$152M

n/a

2023

Mar 26, 2024

$178M

$140M

n/a

2022

Mar 30, 2023

$163M

$124M

n/a

2021

Mar 7, 2022

$192M

$153M

n/a

2020

Mar 22, 2021

$177M

$145M

n/a

2019

Mar 17, 2020

$179M

$149M

n/a

2018

Feb 12, 2019

$191M

$169M

n/a

2017

Mar 13, 2018

$168M

$150M

n/a

2016

Mar 13, 2017

$180M

$162M

n/a

2015

Mar 15, 2016

$146M

$144M

n/a

2014

Mar 2, 2015

$102M

$100M

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

$221M

$194M

14.1%

$163M

10.7%