Rivertree Wealth LLC
● SEC registered since 2025CRD 329595SEC# 801-134383Little Rock, AR
Reg. AUM
$143.1M
Employees
5
Accounts
671
Location
Little Rock, AR
Rivertree Wealth LLC assets under management
Rivertree Wealth LLC is a registered investment adviser overseen by the SEC based in Little Rock, AR. The firm has been registered since 2025. It reports $143.1 million in regulatory assets under management and employs 5 people.
Rivertree Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Ivan Duke Control | Cco, Member | Over 75% | 2024 |
Frequently asked questions
How much does Rivertree Wealth LLC manage?
Rivertree Wealth LLC reports $143.1 million in regulatory assets under management on its Form ADV.
How many employees does Rivertree Wealth LLC have?
Rivertree Wealth LLC reports 5 employees.
Where is Rivertree Wealth LLC located?
Rivertree Wealth LLC is based in Little Rock, AR and has been SEC-registered since 2025.
Does Rivertree Wealth LLC disclose fund performance?
Rivertree Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 415 N. McKinley St., Suite 1047, Little Rock, AR 72205 |
| Phone | (501) 500-0893 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$143.1M▲ 32%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$143.1Mregulatory AUM
Discretionary $143.1M