RIVERTREE WEALTH

Overview

Rivertree Wealth is structured as a limited liability company operating as an independent registered investment adviser. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include assets-under-management fees, hourly billing, and fixed-fee engagements. The firm is SEC-registered (registration noted in 2025) and is owned by an individual principal. According to regulatory filings it does not position itself as an active ESG investor, a multistate adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices