RIVERTREE ADVISORS, LLC
CRD #168065 SEC #801-78200 WINTER PARK, FL 407-599-1104
SEC Registered
Total AUM
$177.4M
Discretionary
$176.2M
Employees
3
Clients
0
Accounts
346
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $177.4M | $176.2M | $1.2M | 3 | 0 |
| Nov 2024 | $168.7M | $167.7M | $992.8K | 3 | 0 |
| Aug 2024 | $168.7M | $167.7M | $992.8K | 3 | 0 |
| Mar 2024 | $168.7M | $167.7M | $992.8K | 3 | 0 |
| Dec 2023 | $162.4M | $160.2M | $2.1M | 3 | 0 |
| Mar 2023 | $162.4M | $160.2M | $2.1M | 3 | 0 |
| Dec 2022 | $175.4M | $169.3M | $6M | 3 | 0 |
| Mar 2022 | $175.4M | $169.3M | $6M | 3 | 0 |
| Nov 2021 | $161.6M | $158.9M | $2.7M | 3 | 0 |
| Mar 2021 | $161.6M | $158.9M | $2.7M | 3 | 0 |
| Mar 2021 | $161.6M | $158.9M | $2.7M | 3 | 0 |
| Jan 2021 | $158.9M | $157.2M | $1.7M | 3 | 0 |
| May 2020 | $158.9M | $157.2M | $1.7M | 3 | 0 |
| Mar 2020 | $158.9M | $157.2M | $1.7M | 3 | 0 |
| Mar 2019 | $139.1M | $138.5M | $608.8K | 3 | 0 |
| Oct 2018 | $152.4M | $151.5M | $840.2K | 3 | 0 |
| Apr 2018 | $152.4M | $151.5M | $840.2K | 3 | 0 |
| Mar 2018 | $152.4M | $151.5M | $840.2K | 3 | 0 |
| Jul 2017 | $135.2M | $134.3M | $825.3K | 3 | 26 |
| Mar 2017 | $135.2M | $134.3M | $825.3K | 3 | 26 |
| Mar 2016 | $127.8M | $127.4M | $382.5K | 3 | 26 |
| Dec 2015 | $131.5M | $131.2M | $254.6K | 3 | 26 |
| Mar 2015 | $131.5M | $131.2M | $254.6K | 2 | 26 |
| Mar 2014 | $131.4M | $130.6M | $750.7K | 2 | 26 |
| Oct 2013 | $125.6M | $124.7M | $984.1K | 1 | 0 |
| Aug 2013 | $0 | $0 | $0 | 1 | 0 |
| Jun 2013 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$177.4M
Discretionary$176.2M
Non-Disc.$1.2M
Employees3
Clients0
DateNov 2024
Total AUM$168.7M
Discretionary$167.7M
Non-Disc.$992.8K
Employees3
Clients0
DateAug 2024
Total AUM$168.7M
Discretionary$167.7M
Non-Disc.$992.8K
Employees3
Clients0
DateMar 2024
Total AUM$168.7M
Discretionary$167.7M
Non-Disc.$992.8K
Employees3
Clients0
DateDec 2023
Total AUM$162.4M
Discretionary$160.2M
Non-Disc.$2.1M
Employees3
Clients0
DateMar 2023
Total AUM$162.4M
Discretionary$160.2M
Non-Disc.$2.1M
Employees3
Clients0
DateDec 2022
Total AUM$175.4M
Discretionary$169.3M
Non-Disc.$6M
Employees3
Clients0
DateMar 2022
Total AUM$175.4M
Discretionary$169.3M
Non-Disc.$6M
Employees3
Clients0
DateNov 2021
Total AUM$161.6M
Discretionary$158.9M
Non-Disc.$2.7M
Employees3
Clients0
DateMar 2021
Total AUM$161.6M
Discretionary$158.9M
Non-Disc.$2.7M
Employees3
Clients0
DateMar 2021
Total AUM$161.6M
Discretionary$158.9M
Non-Disc.$2.7M
Employees3
Clients0
DateJan 2021
Total AUM$158.9M
Discretionary$157.2M
Non-Disc.$1.7M
Employees3
Clients0
DateMay 2020
Total AUM$158.9M
Discretionary$157.2M
Non-Disc.$1.7M
Employees3
Clients0
DateMar 2020
Total AUM$158.9M
Discretionary$157.2M
Non-Disc.$1.7M
Employees3
Clients0
DateMar 2019
Total AUM$139.1M
Discretionary$138.5M
Non-Disc.$608.8K
Employees3
Clients0
DateOct 2018
Total AUM$152.4M
Discretionary$151.5M
Non-Disc.$840.2K
Employees3
Clients0
DateApr 2018
Total AUM$152.4M
Discretionary$151.5M
Non-Disc.$840.2K
Employees3
Clients0
DateMar 2018
Total AUM$152.4M
Discretionary$151.5M
Non-Disc.$840.2K
Employees3
Clients0
DateJul 2017
Total AUM$135.2M
Discretionary$134.3M
Non-Disc.$825.3K
Employees3
Clients26
DateMar 2017
Total AUM$135.2M
Discretionary$134.3M
Non-Disc.$825.3K
Employees3
Clients26
DateMar 2016
Total AUM$127.8M
Discretionary$127.4M
Non-Disc.$382.5K
Employees3
Clients26
DateDec 2015
Total AUM$131.5M
Discretionary$131.2M
Non-Disc.$254.6K
Employees3
Clients26
DateMar 2015
Total AUM$131.5M
Discretionary$131.2M
Non-Disc.$254.6K
Employees2
Clients26
DateMar 2014
Total AUM$131.4M
Discretionary$130.6M
Non-Disc.$750.7K
Employees2
Clients26
DateOct 2013
Total AUM$125.6M
Discretionary$124.7M
Non-Disc.$984.1K
Employees1
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0