RIVERTREE WEALTH LLC
Legal name: RIVERTREE WEALTH
CRD #329595 SEC #801-134383 LITTLE ROCK, AR (501) 500-0893
SEC Registered
Total AUM
$108.6M
Discretionary
$108.6M
Employees
3
Clients
101
Accounts
549
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arkansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Duke, Jacob, Ivan | I | CCO, MEMBER | E | Control |
| Duke, Jacob, Ivan | I | CCO, MEMBER | E | Control |
| Duke, Jacob, Ivan | I | CCO, MEMBER | E | Control |
Registrations
Federal
IA
Oct 20, 2025 REGISTERED
Notice Filings (8)
AR AZ CA FL GA LA NC TX
Address
415 N. MCKINLEY ST.SUITE 1047
LITTLE ROCK, AR 72205
United States
Phone: (501) 500-0893