RWM
Riverchase Wealth Management LLC Portfolio
Invests via Riverchase Wealth Management LLC | Managed by Sean Paul Kelleher, Albert Everett Dean III
Invests via Riverchase Wealth Management LLC
Managed by Sean Paul Kelleher, Albert Everett Dean III
Automatically Tracked
Company Profile
Regional independent wealth manager Riverchase Wealth Management LLC provides advisory and discretionary portfolio management, retirement planning, and fiduciary services to high-net-worth individuals and family offices. The firm focuses on multi-asset strategies, tax-aware planning and concentrated-equity transitions, operating as a boutique RIA serving domestic clients. Relevant to investors for sourcing U.S. private wealth flows, M&A roll-up opportunities, and referral channels for wealth-management distribution.
Regional independent wealth manager Riverchase Wealth Management LLC provides advisory and discretionary portfolio management, retirement planning, and fiduciary services to high-net-worth individuals and family offices. The firm focuses on multi-asset strategies, tax-aware planning and concentrated-equity transitions, operating as a boutique RIA serving domestic clients. Relevant to investors for sourcing U.S. private wealth flows, M&A roll-up opportunities, and referral channels for wealth-management distribution.
Investment Philosophy & Strategy
As a boutique RIA serving high-net-worth clients, Riverchase prioritizes tax-aware, multi-asset portfolio construction with a bias toward durable income and risk-controlled growth. Capital deployment blends fiduciary discretionary mandates, concentrated-equity transition management, and diversified alternatives to preserve wealth and realize liquidity events. Emphasis on personalized asset allocation, active tax-loss harvesting, and selective private-market access complements conservative leverage policy and long-term horizons. Distribution and M&A opportunities are evaluated through client flow economics and referral scalability.
As a boutique RIA serving high-net-worth clients, Riverchase prioritizes tax-aware, multi-asset portfolio construction with a bias toward durable income and risk-controlled growth. Capital deployment blends fiduciary discretionary mandates, concentrated-equity transition management, and diversified alternatives to preserve wealth and realize liquidity events. Emphasis on personalized asset allocation, active tax-loss harvesting, and selective private-market access complements conservative leverage policy and long-term horizons. Distribution and M&A opportunities are evaluated through client flow economics and referral scalability.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
16.1%
Gain -0.42%
Monthly
0.88%
Yearly
11.07%
Drawdown
10.97%
$206.25M
Equity
Holdings
$206.25M
Investment
$175.39M
$30.99M
Profit -$947,774.37
Realized
$142,674.97
Unrealized
$30.85M
Dividends
$5.55M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$947,774.37
Win %
68%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$287,661.31
Win %
68%
This Month
Compared to last month
Gain
-0.14%
Profit
-$287,661.31
Win %
68%
This Year
Compared to last year
Gain
3.68%
Profit
$7.84M
Win %
70%
AMAT Applied Materials, Inc.
+2.19%
+$9,165.6 
XOM Exxon Mobil Corporation
+2.11%
+$9,865.83 
SOXX iShares Semiconductor ETF
+1.67%
+$6,554.11 
SMH VanEck Semiconductor ETF
+0.91%
+$5,240.62 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$9,405.14 
KDP Keurig Dr Pepper Inc.
+0.63%
+$4,130.6 
AVLV Avantis U.S. Large Cap Value ETF
+0.17%
+$1,264.65 
UMAR Innovator U.S. Equity Ultra Fund
+0.13%
+$854.78 
JEPI JPMorgan Equity Premium Income Fund
+0.13%
+$595.7 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.04%
+$165.16 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$206.73 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$30.59 
VTV Vanguard Value ETF
+0.01%
+$111.8 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IDEC Innovator International Developed Power Buffer ETF – December Series
0%
$0 
QQQN VictoryShares Nasdaq Next 50 ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
MSFT Microsoft Corp.
-3.11%
-$25,052.72 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-1.64%
-$11,843.5 
DASH DoorDash, Inc.
-1.51%
-$4,740 
AVEM Avantis Emerging Markets Equity ETF
-1.42%
-$7,962.27 
SUN Sunoco L.P.
-1.31%
-$4,117.52 
DFAE Dimensional Emerging Core Equity Market ETF
-1.26%
-$4,003.65 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.26%
-$67,183.33 
PID Invesco International Dividend Achievers ETF
-1.12%
-$2,434.12 
FNDA Schwab Fundamental U.S. Small Company ETF
-1.04%
-$5,019.04 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.02%
-$9,920.04 
WFC Wells Fargo & Company
-0.94%
-$18,085.62 
DISV Dimensional International Small Cap Equity Fund
-0.93%
-$5,818.74 
IQLT iShares MSCI International Quality Factor ETF
-0.92%
-$2,119.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$26,804.58 
IJR iShares Core S&P Small-Cap ETF
-0.9%
-$12,568.5 
AVDE Avantis International Equity ETF
-0.89%
-$13,512.7 
DFSV Dimensional US Small Cap Value ETF
-0.85%
-$10,191.67 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.84%
-$5,832.72 
DFAI Dimensional International Core Equity Market ETF
-0.84%
-$9,951.2 
MGC Vanguard Mega Cap ETF
-0.78%
-$6,965.13 
DFIC Dimensional International Core Equity Market ETF
-0.75%
-$128,598.55 
SCHB Schwab U.S. Broad Market ETF
-0.73%
-$12,308.53 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.72%
-$14,338.57 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$3,198.72 
VOO Vanguard S&P 500 ETF
-0.71%
-$35,244 
DFIV Dimensional International Value ETF
-0.71%
-$10,435.9 
DFAU Dimensional US Core Equity Market ETF
-0.7%
-$2,767.07 
FNDF Schwab Fundamental International Large Company Index ETF
-0.7%
-$7,664.58 
NXTG First Trust Indxx NextG ETF
-0.69%
-$3,708.79 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.67%
-$120,022.5 
DCOR Dimensional US Core Equity 1 ETF
-0.64%
-$168,185.43 
HEGD Swan Hedged Equity US Large Cap Fund
-0.61%
-$5,409.85 
DIHP Dimensional International High Profitability Portfolio
-0.57%
-$5,202.8 
AVUS Avantis U.S. Equity ETF
-0.44%
-$21,798.56 
DUHP Dimensional US High Profitability ETF
-0.41%
-$60,711.59 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.38%
-$10,936.27 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.32%
-$3,815 
DGRO iShares Core Dividend Growth ETF
-0.3%
-$1,537.87 
HYDB iShares High Yield Systematic Bond ETF
-0.26%
-$1,807.56 
PYLD PIMCO Multisector Bond Active ETF
-0.23%
-$39,186.36 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.21%
-$3,767.96 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.2%
-$824.12 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.19%
-$4,453.04 
JCPB JPMorgan Core Plus Bond ETF
-0.18%
-$33,279.29 
DFCF Dimensional Core Fixed Income ETF
-0.18%
-$29,601.67 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.18%
-$704.55 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.18%
-$4,732.86 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.12%
-$649.72 
IJH iShares Core S&P Mid-Cap ETF
-0.09%
-$798.2 
QUAL iShares MSCI USA Quality Factor ETF
-0.07%
-$832.95 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.06%
-$1,037.54 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$1,051.24 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.04%
-$1,107.07 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$130.87 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$234.97 
PAAA PGIM AAA CLO ETF
-0.02%
-$224.58 Events
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Dividends
Dividend Analysis
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| Trades 285 | Longs Won 195/285 68% | Profit Factor 25.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $465,311.69 |
| Average Win $165,521.67 | Best Trade (May 29) $5.56M | Sharpe Ratio -9.53 |
| Average Loss -$14,242.2 | Worst Trade (Mar 31) -$423,648.69 | Z-Score 4.99 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $108,754.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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