RIVERTREE WEALTH LLC

RIVERTREE WEALTH LLC of LITTLE ROCK, AR is an SEC-registered investment adviser (CRD 329595). Regulatory assets under management: $143.1M.

Registration

• CRD: 329595
• SEC file number: 801-134383
• Type: Registered investment adviser
• Location: 415 N. MCKINLEY ST., SUITE 1047, LITTLE ROCK, AR, 72205
• Phone: (501) 500-0893
• Latest filing: 2026-07-31
• Regulatory AUM: $143.1M
• Discretionary AUM: $143.1M
• Clients: 6
• Accounts: 671

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329595 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search