Rivertree Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Little Rock, AR. Its latest Form ADV filing, dated March 3, 2026, reports $143M in regulatory assets under management, 5 employees, 2 offices, and 671 accounts.
Assets Under Management
$143M
Employees
5
Offices
2 offices
Total Clients
167
Primary office
LITTLE ROCK, AR
415 N. MCKINLEY ST., SUITE 1047, LITTLE ROCK, AR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.5% of total clients.
Top client categories% of clientsClients
1
Individuals
66.5%
111
2
HNWI
33.5%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of March 3, 2026
Discretionary100.0%
$143M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$143M
Total Accounts671
10Y AUM Change+$35M (+31.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.