Investment adviser · CRD 168065
RIVERTREE ADVISORS, LLC
Investment adviser filing (IA)
WINTER PARK, FL, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $184M Form ADV · Item 5.F
- Client accounts
- 342 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 23 | $153,836,174 | 83.4% |
| Individuals | 80 | $30,597,334 | 16.6% |
Filing source
Form ADV 2044092 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
941 WEST MORSE BOULEVARD, SUITE 100WINTER PARK, FL, 32789-3781, United States
CRD 168065
Filing source
Form ADV 2044092 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.