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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

RIVER GLEN WEALTH COUNSELORS

VEERKLOH, LLC, CRD 147012

WEST DES MOINES, IA

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:df0df3cf-cc24-0091-03b5-ddb89ac5bb72

Data as of Jan 4, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Mar 16, 2012 to Jan 4, 2024
20 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $242MItem 5.F on the latest filing (2024-01-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $239M
Private client RAUM: $239MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 586
Individual clients: 76
High net worth clients: 66
Custody, client assets: $47.4M
SEC number: 801-106643
CRD: 147012
Filings on the tape: 20
First filed: Mar 16, 2012
Latest filed: Jan 4, 2024
Organised: Limited Liability Company, Iowa

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
BUSICK, MATTHEW, DEAN	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	Na	yes	08/2006	Mar 16, 2012	Jan 4, 2024
MERCER GLOBAL ADVISORS INC.	PARENT COMPANY	E	yes	12/2023	Jan 4, 2024	Jan 4, 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
2022	Feb 13, 2023	$242M	$239M	4	4	0	n/a	n/a
2021	Feb 8, 2022	$281M	$276M	4	4	0	n/a	n/a
2020	Feb 10, 2021	$230M	$226M	4	4	0	n/a	n/a
2019	Mar 3, 2020	$188M	$183M	4	3	0	n/a	n/a
2018	Feb 25, 2019	$158M	$154M	3	3	0	n/a	n/a
2017	Feb 28, 2018	$154M	$148M	3	3	0	n/a	n/a
2016	Feb 20, 2017	$131M	$128M	3	3	n/a	n/a	n/a
2015	Feb 15, 2016	$123M	$120M	3	3	n/a	n/a	n/a
2011	Mar 16, 2012	$60.1M	$50.9M	n/a	n/a	n/a	n/a	n/a

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
2022	$242M	$281M	-13.9%	$188M	8.7%	3	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERCER GLOBAL ADVISORS INC.	2	Mar 21, 2024	Jan 16, 2024	WEST DES MOINES, IA	Team lift out	RIA to RIA	100.0%

Relationships

Controls (2)

← MERCER GLOBAL ADVISORS INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Jan 4, 2024 to presentfactForm ADV
← BUSICK, MATTHEW, DEANOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 16, 2012 to presentfactForm ADV

Registered with (3)

← MATTHEW DEAN BUSICKAdvisorregistration: previous registration
Jul 2, 2008 to Mar 21, 2024factForm ADV
← Lauren Michelle KaniukAdvisorregistration: previous registration
Dec 14, 2020 to Mar 21, 2024factForm ADV
← Cody MolacekAdvisorregistration: previous registration
Jun 28, 2018 to Aug 17, 2023factForm ADV

Moved with (1)

→ MERCER GLOBAL ADVISORS INC.Registered adviser2 advisors, team lift out, same day
Mar 21, 2024 to Jan 16, 2024factForm ADV

Dated events

Occurred
Mar 21, 2024
Team lift-out
2 advisors left River Glen Wealth Counselors (West Des Moines, IA) for Mercer Global Advisors Inc. on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Mar 21, 2024
Advisor changed firm
Matthew Dean Busick left River Glen Wealth Counselors for Mercer Global Advisors Inc. (registered 2024-01-12)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2024
Advisor changed firm
Lauren Michelle Kaniuk left River Glen Wealth Counselors for Mercer Global Advisors Inc. (registered 2024-01-16)
Form ADVobserved 5 days ago
Occurred
Aug 17, 2023
Advisor changed firm
Cody Molacek left River Glen Wealth Counselors for Northwestern Mutual Investment Services,Llc (registered 2024-03-20)
Form ADVobserved 5 days ago
Occurred
Sep 3, 2015
First Form ADV filing
River Glen Wealth Counselors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df0df3cf-cc24-0091-03b5-ddb89ac5bb72
First observed: Mar 16, 2012
Last observed: Jan 4, 2024 33 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.

RIVER GLEN WEALTH COUNSELORS

VEERKLOH, LLC, CRD 147012

WEST DES MOINES, IA

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:df0df3cf-cc24-0091-03b5-ddb89ac5bb72

Data as of Jan 4, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:04 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUSICK, MATTHEW, DEAN

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

08/2006

Mar 16, 2012

Jan 4, 2024

MERCER GLOBAL ADVISORS INC.

PARENT COMPANY

yes

12/2023

Jan 4, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Feb 13, 2023

$242M

$239M

n/a

2021

Feb 8, 2022

$281M

$276M

n/a

2020

Feb 10, 2021

$230M

$226M

n/a

2019

Mar 3, 2020

$188M

$183M

n/a

2018

Feb 25, 2019

$158M

$154M

n/a

2017

Feb 28, 2018

$154M

$148M

n/a

2016

Feb 20, 2017

$131M

$128M

n/a

2015

Feb 15, 2016

$123M

$120M

n/a

2011

Mar 16, 2012

$60.1M

$50.9M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$242M

$281M

-13.9%

$188M

8.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Mar 21, 2024

Jan 16, 2024

WEST DES MOINES, IA

Team lift out

RIA to RIA

100.0%