Overview
Assets Under Management: $143 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 56
Average Client Assets: $1.7 million
Frequently Asked Questions
RIVERTREE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329595), RIVERTREE WEALTH is subject to fiduciary duty under federal law.
RIVERTREE WEALTH is headquartered in LITTLE ROCK, AR.
RIVERTREE WEALTH serves 56 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, RIVERTREE WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
RIVERTREE WEALTH manages $143 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, RIVERTREE WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.89%
Average Client Assets: $1.7 million
Total Client Accounts: 671
Discretionary Accounts: 671
Regulatory Filings
CRD Number: 329595
Filing ID: 2060744
Last Filing Date: 2026-03-03 11:34:23