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RIVERTREE ADVISORS, LLC

CRD 168065 · SEC 801-78200

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941 WEST MORSE BOULEVARD, SUITE 100, WINTER PARK, FL, 32789-3781, United States

Phone

407-599-1104

Fax

407-599-0299

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$184.4M

Discretionary AUM

$183.8M

Team

3 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals80$30.6M
High net worth individuals23$153.8M

States served

CO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD