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| Rivertree Wealth LLC
✚
|
|
|---|---|
| CRD # | 329595 |
| SEC # | 801-134383 |
| CIK # | |
| AUM | $143.1 M (2026-06-24) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 501-500-0893 |
| Address | 415 N Mckinley St Little Rock, AR 72205 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 48.8 |
| (b) Individuals (high net worth individuals) | 56 | 94.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 671 | 143.1 |
| By Discretionary | ||
| Discretionary | 671 | 143.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 671 | 143.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.1 | |
| Total | 671 | 143.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aqua Capital Advisors LLC
✚
|
CA | 0.1 |
|
Chastain Wealth Management LLC
✚
|
0.1 | |
|
FOG City Advisors LLC
✚
|
CA | 0.1 |
|
Todo Capital LLC
✚
|
0.1 | |
|
Byrne & Company Wealth Management LLC
✚
|
WA | 0.1 |
|
EN Enterprises LLC
✚
|
IA | 0.1 |
|
Brett Josey Wealth Management LLC
✚
|
0.1 | |
|
Kopion Asset Management LLC
✚
|
TX | 0.1 |
|
Personalized Financial Solutions LLC
✚
|
FL | 0.1 |
|
Stephen J Garry & Associates LLC
✚
|
NY | 0.1 |