Rivertree Wealth
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 329595
- Registered since
- September 22, 2025
- Website
- www.rivertreewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.89%
- Individuals34.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rivertree Wealth is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (2025) and is owned by an individual proprietor. It focuses on serving individual and family clients, offering financial planning and portfolio management services, including work with small-business accounts. Its fee model combines a percentage of assets under management with the option for hourly or fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- Private Funds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Justin Hobbs
Lead Financial AdvisorCRD 6450226
Jacob Duke
President, Founder & Lead AdvisorCRD 7141860
Shaun Mize
AdvisorCRD 7846162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 415 N Mc Kinley St
- Time zone
- CT (UTC-6)
- Office locations
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