Sowell Management, a registered investment advisor serving financial advisors and their clients nationwide, has launched Cache River Private Wealth, a wholly owned division purpose-built to serve households with $5 million or more in net worth. The new division is designed to offer a family office lite experience, combining advanced planning, portfolio architecture, and coordinated tax strategies under one platform.
Cache River Private Wealth positions itself around stewardship, stability, legacy, and a multi-generational approach that supports coordination across family generations and alignment with long-term financial objectives. The division will offer estate planning, business succession planning, wealth transfer strategies, and proactive multi-year tax optimization, drawing on both in-house expertise and third-party specialists.
Advisors joining the division will have access to Sowell’s existing infrastructure of tools, systems, and resources, alongside enhanced planning, investment, and marketing support. Cache River Private Wealth will also offer an Advisor Partnership Program focused on long-term business development and succession planning, designed to attract experienced advisors who serve high-net-worth clients.
Rob Emrich III will serve as Chief Growth Officer for Cache River Private Wealth, leading efforts to attract advisors to the platform. Emrich brings experience in institutional-caliber portfolio construction and derivatives-based income strategies. He will work closely with Bill Sowell, Founder and Chief Strategy Officer of Sowell Management, on growth initiatives.
Sowell Management was founded in 2001 and supports a nationwide network of financial advisors representing more than $6.5 billion in client assets as of March 2026.
KEY QUOTES:
“Cache River Private Wealth is a strategic expansion of the Sowell ecosystem. The long-planned new division offers advisors a platform where they can elevate their capabilities in serving more complex, multi-generational clients while differentiating themselves in the high-net-worth space by offering advanced planning and a refined client experience. Through Cache River Private Wealth, advisors will be empowered to deliver a curated wealth experience that is guided with purpose, integrity, and a disciplined, coordinated approach.”
Daryl Seaton, CEO, Sowell Management
“Cache River PW will be a compelling option for top-tier advisors looking for a suite of family office lite services to support discerning clients with sophisticated wealth management needs. Advisors joining the new division will have access to Sowell’s well-developed infrastructure of tools, systems, and resources, in addition to enhanced planning, investment, and marketing support. Cache River PW will provide a highly personal approach and a culture centered on stewardship, discretion, and long-term relationships that HNW clients expect and deserve.”
Bill Sowell, Founder and Chief Strategy Officer, Sowell Management
