# RIVERTREE ADVISORS, LLC

RIVERTREE ADVISORS, LLC of WINTER PARK, FL is an SEC-registered investment adviser.

## Registration

- CRD: 168065
- Type: SEC-registered investment adviser
- SEC file number: 801-78200
- Location: 941 WEST MORSE BOULEVARD, SUITE 100, WINTER PARK, FL, 32789-3781
- Phone: 407-599-1104
- Latest filing: 2026-03-24
- Regulatory AUM: $184.4M
- Discretionary AUM: $183.8M
- Non-discretionary AUM: $637K
- Clients: 3
- Accounts: 342

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Theodore Spencer Rich | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| RICH THEODORE SPENCER | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168065/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168065/similar
- Related entities: https://search.stillhousedata.com/firm/168065/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168065

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.