Rivertree Wealth

Overview

Rivertree Wealth is an independent, individual-owned registered investment adviser that began SEC registration in 2025. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its pricing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, and it reports no role as a capital allocator or pension consultant. Rivertree does not identify as an active ESG investor and is not designated as a multi-state adviser in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices