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wealth-management-ria

v0.1.2

Wealth Management (RIA Practice) specialist team — agents (ria-practice-lead, aum-revenue-analyst, client-segmentation-specialist, compliance-cadence-specialist), skills, templates, commands, an advisory hook, best-practice rules, and a research-grounded knowledge bank. A practice-ops team for an RIA principal, COO, or ops lead accountable for organic growth and advisor capacity — it separates net-new flows from market appreciation, segments clients by profitability, sizes capacity by households, and treats the compliance cadence as non-negotiable. NOT investment advice; fiduciary/SEC determinations route to compliance counsel. Inherits ravenclaude-core protocols.

Claude Code5 Skills

By Matt CorbettLicense: MIT7 GitHub starsUpdated last week

Directory evidence

Runtimes
Claude Code
Parsed components
5 skill or MCP entries
Source updated
Sep 15, 2026
Manifest status
Canonical path parsed

The directory validates manifest shape and source location. It does not execute the plugin or provide a security endorsement. Review the indexing methodology →

Install wealth-management-ria for Claude Code

Installs for the current user
claude plugin marketplace add IchenDEV/agent-plugin-mkt
claude plugin marketplace update agent-plugin-marketplace
claude plugin install wealth-management-ria@agent-plugin-marketplace

Paste and run these commands in a terminal with Claude Code. They add and refresh the PluginsMP catalog, then install this plugin.

The installer fetches third-party code from the source repository shown on this page. This directory validates manifest structure and source location, but does not perform a security audit; review the manifest, components, and source before installing.

Get the source manually
git clone https://github.com/mcorbett51090/RavenClaude

Clone the source repository, then follow its setup instructions to add the plugin to a compatible client. The plugin root is plugins/wealth-management-ria/.

Plugin files

plugins/wealth-management-ria/
├── .claude-plugin/plugin.json
├── skills/decompose-aum-growth/SKILL.md
├── skills/model-fee-revenue/SKILL.md
├── skills/segment-client-profitability/SKILL.md
├── skills/size-advisor-capacity/SKILL.md
└── skills/track-compliance-cadence/SKILL.md

Included Skills5

decompose-aum-growthskills/decompose-aum-growth/SKILL.md

Separate AUM growth into net new flows vs market and compute the organic growth rate. Reach for this on a growth question.

model-fee-revenueskills/model-fee-revenue/SKILL.md

Model tiered-fee revenue and the blended fee, flagging inconsistent application. Reach for this on a fee or revenue question.

segment-client-profitabilityskills/segment-client-profitability/SKILL.md

Segment clients by revenue net of cost-to-serve and find breakeven AUM — not AUM alone. Reach for this on a client-value question.

size-advisor-capacityskills/size-advisor-capacity/SKILL.md

Size advisor capacity in households per advisor and treat over-capacity as a leading retention risk. Reach for this on a capacity question.

track-compliance-cadenceskills/track-compliance-cadence/SKILL.md

Track the ADV/review/disclosure cadence as an operational schedule — not legal advice. Reach for this on a cadence question.

Plugin manifests1

plugins/wealth-management-ria/.claude-plugin/plugin.json
{
  "name": "wealth-management-ria",
  "version": "0.1.2",
  "description": "Wealth Management (RIA Practice) specialist team — agents (ria-practice-lead, aum-revenue-analyst, client-segmentation-specialist, compliance-cadence-specialist), skills, templates, commands, an advisory hook, best-practice rules, and a research-grounded knowledge bank. A practice-ops team for an RIA principal, COO, or ops lead accountable for organic growth and advisor capacity — it separates net-new flows from market appreciation, segments clients by profitability, sizes capacity by households, and treats the compliance cadence as non-negotiable. NOT investment advice; fiduciary/SEC determinations route to compliance counsel. Inherits ravenclaude-core protocols.",
  "author": {
    "name": "Matt Corbett"
  },
  "homepage": "https://github.com/mcorbett51090/RavenClaude",
  "license": "MIT",
  "keywords": [
    "wealth-management",
    "ria",
    "aum",
    "net-new-flows",
    "organic-growth",
    "client-segmentation",
    "advisor-capacity",
    "client-retention",
    "compliance-cadence"
  ],
  "requires": {
    "plugins": [
      "ravenclaude-core@>=0.7.0"
    ]
  }
}

For maintainers

If you maintain this plugin, link to this source-backed listing from your README so users can review its manifest and indexed components.

[wealth-management-ria on Agent Plugins Marketplace](https://pluginsmp.com/plugins/wealth-management-ria)