Rivertree Wealth

Overview

Rivertree Wealth is an independent Registered Investment Adviser organized as a limited liability company and SEC-registered in 2025. The firm is owned by an individual and focuses on advisory work for individuals and families. Its registered advisory activities emphasize financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee options. The firm is not identified as an active ESG investor and is not listed as a capital allocator.

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Location & Offices