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Rivertree Wealth LLC

● SEC registered since 2025CRD 329595SEC# 801-134383Little Rock, AR
Export (members)
Reg. AUM
$108.6M
Employees
2
Accounts
549
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 $108.6 million in regulatory assets under management and employs 2 people.
www.rivertreewealth.comView on SEC.gov ↗

Rivertree Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Jacob Ivan Duke ControlCco, MemberOver 75%2024

Frequently asked questions

How much does Rivertree Wealth LLC manage?

Rivertree Wealth LLC reports $108.6 million in regulatory assets under management on its Form ADV.

How many employees does Rivertree Wealth LLC have?

Rivertree Wealth LLC reports 2 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

Address415 N. McKinley St., Suite 1047, Little Rock, AR 72205
Phone(501) 500-0893
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.6M
Non-discretionary$0
Total (RAUM)$108.6M