RIVERTREE ADVISORS, LLC

RIVERTREE ADVISORS, LLC of WINTER PARK, FL is an SEC-registered investment adviser (CRD 168065). Regulatory assets under management: $184.4M.

Registration

• CRD: 168065
• SEC file number: 801-78200
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168065 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search