Sean Paul Kelleher
Investment adviser representative at Riverchase Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$251.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Riverchase Wealth Management, LLCMay 2011 to now
- Kelleher Dean Tax Advisors, LLCDec 2011 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Riverchase Wealth Management, LLC
$251.5MAssets managed
170Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2922697
- Firm CRD
- 156950