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White River Investments

Updated today

Client assets under management

$23,552,091

Clients

40

20% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

20

Very Low

Average account size

$588,802

About

White River Investments works with individual and high‑net‑worth clients, providing discretionary portfolio management, financial planning, and wealth/family office services. The firm also offers private equity advisory on a nondiscretionary basis and one‑on‑one financial counseling that addresses clients’ financial behaviors and goals.

Investment advice is tailored and typically implemented on a discretionary basis using a mix of in‑house strategies, third‑party model portfolios, and alternative investments, with ESG screening applied through Morningstar. The firm discloses use of digital assets, real estate, options and structured products in client portfolios and conducts quarterly due diligence and consolidated reporting for private equity holdings.

Compared with peers of similar advisor size, White River’s service mix is notable for delivering family office–style offerings—family continuity, trustee oversight, integrated tax and financial planning, lifestyle management and family philanthropy—despite modest assets under management and a small, concentrated client base. The combination of behavioral financial counseling, formal ESG screening, and explicit digital‑asset advisory is atypical for a supported firm with two advisors and fewer than fifty clients.

Client services

Financial planning Portfolio management

Expertise

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.0% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%

Other

Account minimum: No minimum stated; however, the firm may terminate accounts it deems too small to manage effectively and may combine related accounts to meet minimums.

Main office location

White River Investments

Austin TX, United States

Number of offices

3

Most active in

Colorado · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michelle D

Series 63, Series 65

Cedar Park, TX

White River Investments

Michelle Deal is a financial advisor at White River Investments in Austin, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at US Capital Wealth Advisors LLC and Fidelity Investments. White River Investments serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and family office services. The firm combines tailored investment strategies with behavioral financial counseling, ESG screening, and digital asset advisory.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Real estate investing
user avatar

Christi V

CFP®, Series 66

Austin, TX

White River Investments

Christi Van Rite is a CFP® with 19 years of industry experience and is an advisor at White River Investments in Austin, TX. Her prior experience includes roles at U.S. Capital Wealth Advisors, LLC and Raymond James & Associates, Inc. Outside of her advisory work, she serves as managing member of a real estate development company, coordinating architects, engineers, and project budgets. White River Investments serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and wealth and family office services. The firm integrates ESG screening and digital asset advisory into its tailored investment strategies and offers family office–style services despite its small size.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Real estate investing
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