Rivertree Wealth - Investment Advisers

About Rivertree Wealth

Rivertree Wealth LLC is an investment adviser headquartered in Little Rock, Arkansas, and is one of the investment advisers in Arkansas listed in this directory. The firm focuses on retirement planning, combining investment management with tax, income and estate considerations. The firm works with people aged 50 and older who are within five years of retirement. It reports serving more than 100 clients across 26 states, largely through remote work. Its regulatory assets under management are $143.11 million, and it has six employees. Tax considerations run through its investment and planning decisions, and income withdrawals and estate transfers are handled as part of the same plan. The firm is also included in the Directory of US Investment Advisers.

Key Facts

Assets Under Management

$143.11M

Employees

6

SEC File Number

801-134383