Rivertree Advisors, LLC
● SEC registered since 2013CRD 168065SEC# 801-78200Winter Park, FL
Reg. AUM
$184.4M
Employees
3
Accounts
342
Location
Winter Park, FL
Rivertree Advisors, LLC assets under management
Rivertree Advisors, LLC is an investment advisory firm registered with the SEC based in Winter Park, FL. The firm has been registered since 2013. It reports $184.4 million in regulatory assets under management and employs 3 people.
Rivertree Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Theodore Spencer Rich Control | President/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Rivertree Advisors, LLC manage?
Rivertree Advisors, LLC reports $184.4 million in regulatory assets under management on its Form ADV.
How many employees does Rivertree Advisors, LLC have?
Rivertree Advisors, LLC reports 3 employees.
Where is Rivertree Advisors, LLC located?
Rivertree Advisors, LLC is based in Winter Park, FL and has been SEC-registered since 2013.
Does Rivertree Advisors, LLC disclose fund performance?
Rivertree Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 941 West Morse Boulevard, Suite 100, Winter Park, FL 32789-3781 |
| Phone | 407-599-1104 |
| Fax | 407-599-0299 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1872501 |
| Discloses disciplinary history | No |
Regulatory AUM
$184.4M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$184.4Mregulatory AUM
Discretionary $183.8MNon-discretionary $637K