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Rivertree Advisors LLC
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CRD # | 168065 |
SEC # | 801-78200 |
CIK # | 0001872501 |
AUM | $162.4 MM (2023-03-15) |
Employees | 3 (33% Investors, 0% Brokers) |
Phone | 407-599-1104 |
Address | 941 West Morse Boulevard Winter Park, FL 32789 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
LW | 10,358.3 | 0.2 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 68 | 26.4 |
(b) Individuals (high net worth individuals) | 24 | 135.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.7 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 332 | 162.4 |
By Discretionary | ||
Discretionary | 312 | 160.2 |
Non-Discretionary | 20 | 2.1 |
Total | 332 | 162.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 162.4 | |
Total | 332 | 162.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001872501] |
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GA | 0.2 |
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GMF Private Wealth Management LP
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Strauss Wealth Advising Inc
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Interwealth Management LLC
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AZ | 0.2 |
Ervin Investment Management LLC
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WA | 0.2 |
Blue Spark Capital Advisors LLC
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|
NY | 0.2 |