RIVERWATER PARTNERS LLC

CRD 283540File 801-117635

APPROVED

Retail clients

Custody

Filing as of Jun 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$660.9M

Above cohort median (national)

Discretionary AUM

$434.5M

Non-discretionary $226.4M

Clients

185

548 accounts

Employees

Above cohort median in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Nov 14, 2019
Principal office: 1433 N. WATER STREET, SUITE 303, MILWAUKEE, WI, 53202
Phone: 414-858-8000
Website: https://www.instagram.com/riverwater_partners

Assets & accounts

ADV Item 5F

Total regulatory AUM: $660.9M
Discretionary AUM: $434.5M
Non-discretionary AUM: $226.4M
Discretionary accounts: 464
Non-discretionary accounts: 84
Total accounts: 548
AUM per client: $3.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$492K
Charitable organizations	15	$76.7M
Other investment advisers	7	$104.0M
High net worth individuals	87	$462.6M
Individuals (other than high net worth individuals)	74	$17.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.