Rivertree Wealth
Rivertree Wealth is an SEC-registered mass-market adviser in Little Rock, AR with $143.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Rivertree Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329595, SEC 801-134383, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $143.1M (2026-06-24)
- Firm type
- Mass-Market Adviser
- Location
- Little Rock, AR
- Employees
- 5
- Clients
- 167
- CRD
- 329595
- Ownership
- Duke, Jacob, Ivan
How much AUM does Rivertree Wealth have?
Rivertree Wealth reported $143.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Rivertree Wealth?
Disclosed owners and executives of Rivertree Wealth include Duke, Jacob, Ivan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.