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RIVERTREE WEALTH

RIVERTREE WEALTH LLC

CRD 329595 · SEC 801-134383

Visit website

415 N. MCKINLEY ST., SUITE 1047, LITTLE ROCK, AR, 72205, United States

Phone

(501) 500-0893

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$143.1M

Discretionary AUM

$143.1M

Team

5 total employees; 3 advisory reps; 165 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals111$48.8M
High net worth individuals56$94.3M

States served

AZ, AR, CA, CO, GA, LA, MD, NC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD