Riverpath Investments Llc
- Regulatory AUM
- $363M
- Discretionary
- $6.6M
- Clients
- 232
- Avg AUM / client
- $1.6M
- Accounts
- 493
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jan 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 115 | $43.5M | 12.0% |
| High net worth individuals | 71 | $176M | 48.5% |
| Pension and profit sharing plans | 42 | $136M | 37.6% |
| Corporations and other businesses | 4 | $7.1M | 1.96% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Jay Weiler | Managing Member, Owner & Chief Compliance Officer | CFP | Mar 2015 (11y) | 75% or more |
| Larry D Stiver | Registered representative | Feb 2016 (10y) | ||
| Tim Aaron Brockway | Registered representative | Feb 2016 (10y) | ||
| John Bernard Kelly | Registered representative | CFP | Nov 2016 (10y) | |
| Brayden Todd Cleland | Registered representative | CFP | Feb 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/21/2026 | 942 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $219M (60% of AUM) Jan 2026
- John Hancock Distributors Llc $60.5M (17% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 21, 2026.
View current Form ADV (SEC/IAPD) ↗