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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| RICH, THEODORE, SPENCER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (3)
CO FL TX
Address
941 WEST MORSE BOULEVARDSUITE 100
WINTER PARK, FL 32789
United States
Phone: 407-599-1104