Investment adviser · CRD 329595
RIVERTREE WEALTH
Investment adviser filing (IA)
RIVERTREE WEALTH LLC
LITTLE ROCK, AR, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $143M Form ADV · Item 5.F
- Client accounts
- 671 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 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 | 56 | $94,289,527 | 65.9% |
| Individuals | 111 | $48,818,347 | 34.1% |
Filing source
Form ADV 2133205 · Sep 17, 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: Sep 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
415 N. MCKINLEY ST., SUITE 1047LITTLE ROCK, AR, 72205, United States
CRD 329595
Filing source
Form ADV 2133205 · Sep 17, 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.