Rivertree Advisors, LLC
Rivertree Advisors, LLC is an SEC-registered wealth manager in Winter Park, FL with $184.4M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Rivertree Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168065, SEC 801-78200, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $184.4M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Winter Park, FL
- Employees
- 3
- Clients
- 103
- CRD
- 168065
- Ownership
- RICH, THEODORE, SPENCER
How much AUM does Rivertree Advisors, LLC have?
Rivertree Advisors, LLC reported $184.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Rivertree Advisors, LLC?
Disclosed owners and executives of Rivertree Advisors, LLC include RICH, THEODORE, SPENCER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.