Andrew
O'Gorman
River Wealth Advisors LLC
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About this Advisor
Andrew O'Gorman is a financial advisor working in Camp Hill, Pennsylvania with 3 years of industry experience. O'Gorman is currently employed by River Wealth Advisors LLC. Over the course of their career, O'Gorman has held roles at Mercyhurst University, Bishop Mcdevitt High School, Axa Advisors, LLC and River Wealth Advisors LLC. O'Gorman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. River Wealth Advisors LLC is a financial advisory company that has its headquarters in Camp Hill, PA. The company has a total of 15 people on staff. It manages $897 million in total assets across its 2,145 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 2,145 customer accounts, 36% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically are based on the services offered. However, fees charged by River Wealth Advisors LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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River Wealth Advisors LLC Brokerage Details
$896,649,243
15
2,145
$418,018
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Andrew O'Gorman Work History
Andrew has been registered as a financial advisor for 3 years.*
River Wealth Advisors LLC
Axa Advisors, LLC
Mercyhurst University
Bishop Mcdevitt High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew O'Gorman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at River Wealth Advisors LLC
Camp Hill, PA
Camp Hill, PA
Allentown, PA
Camp Hill, PA
Allentown, PA
Allentown, PA
Camp Hill, PA
Camp Hill, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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