Noah Shidlofsky
Riverpoint Wealth Management · Chicago, Illinois
Noah Shidlofsky is a fee-only financial advisor at Riverpoint Wealth Management in Chicago, Illinois. Noah focuses on equity compensation, retirement planning and estate & legacy planning. Riverpoint Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Riverpoint Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $906.2M across 1,060 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7555063 |
| Exams passed | Series 63 (2023) · Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.riverpointwealth.com |
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Questions about Noah
Is Noah Shidlofsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Noah holds no broker registration, and Riverpoint Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Noah charge for financial advice?
Noah's firm, Riverpoint Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Noah Shidlofsky based?
Noah Shidlofsky is based in Chicago, Illinois.
What does Noah specialize in?
Noah's specialties include equity compensation, retirement planning, estate & legacy planning, tax planning, family wealth transfer and divorce financial planning. Noah works with multi-generational families.
Is Noah Shidlofsky registered with the SEC?
Yes. Noah Shidlofsky is registered as an investment adviser representative in IL (CRD 7555063), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Riverpoint Wealth Management manage?
Riverpoint Wealth Management reports $906.2M across 1,060 accounts in assets under management.
How do I contact Noah Shidlofsky?
Through Noah's website, www.riverpointwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Riverpoint Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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