A complete list of active advisors currently associated with Rivertree Wealth
Warmer can help you find a great advisor at Rivertree Wealth or one who fits your needs even better.
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.
To learn more about the advisors currently working at Rivertree Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Little Rock, AR
| 6
| |
Wake Forest, NC
| 8
| |
Denver, CO
| 10
|
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