Rivertree Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$143,107,874
Total clients
167
34% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
56
Average account size
$856,933
About
Rivertree Wealth LLC, founded in 2024, provides discretionary investment management and financial planning services to individual and high‑net‑worth clients. The firm primarily serves individuals and uses asset‑based advisory fees, a common arrangement among peers.
The firm’s investment approach is grounded in Modern Portfolio Theory and passive investment management, typically implemented through diversified, risk‑based allocations to no‑load mutual funds, ETFs, individual stocks, and bonds. Rivertree accepts discretionary authority, conducts periodic (typically quarterly) account reviews, and includes certain held‑away retirement accounts in the assets it oversees.
Noteworthy aspects include its relatively recent formation coupled with roughly $143 million in assets under management across a three‑advisor team and about 167 client relationships, and the availability of standalone financial planning engagements separate from ongoing management. Rivertree recommends specific custodians (Charles Schwab, Altruist, and Fidelity) and discloses receipt of custodial platform services that could present conflicts of interest.
Client services
Expertise
Fee options
Fixed fees for financial planning ranging from $2,500 to $12,000 per engagement
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
$250 per hour for financial planning services
Fee-only: Financial planning services at $250 per hour (up to 40 hours) or fixed fee ranging from $2,500 to $12,000 per engagement
Main office location
Rivertree Wealth
415 N. Mckinley St., Suite 1047
Little Rock AR 72205, United States
Number of offices
3
Most active in
Arizona · Arkansas · California · Colorado · Florida · Georgia · Louisiana · Maryland · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")