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RIVERTREE WEALTH LLC

dba RIVERTREE WEALTH · CRD 329595 · Registered Investment Adviser

RIVERTREE WEALTH LLC is a Registered Investment Adviser headquartered in LITTLE ROCK, AR. The firm reports $143,107,874 in regulatory assets under management across 671 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$143,107,874
Non-discretionary$0
Total RAUM$143,107,874
Accounts671

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 329595. adviserinfo.sec.gov/firm/summary/329595.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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