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RIVERTREE WEALTH

LITTLE ROCK, AR · CRD 329595 · IAPD ↗ · rivertreewealth.com · (501) 500-0893

$143.1MRegulatory AUM
4Advisory reps
6Employees
165Clients
1-10Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — RIVERTREE WEALTH added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
July 2026 — RIVERTREE WEALTH notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2026 — RIVERTREE WEALTH notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — RIVERTREE WEALTH added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
March 2026 — RIVERTREE WEALTH notice-filed in CO, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2026 — RIVERTREE WEALTH reported RAUM up 32% ($108.6M -> $143.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2025 — RIVERTREE WEALTH (LITTLE ROCK, AR) is newly SEC-registered with $108.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.