RIVERTREE ADVISORS, LLC

CRD 168065File 801-78200

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$184.4M

Bottom 25% of cohort (national)

Discretionary AUM

$183.8M

Non-discretionary $637K

Clients

103

342 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jun 17, 2013
Principal office: 941 WEST MORSE BOULEVARD, SUITE 100, WINTER PARK, FL, 32789-3781
Phone: 407-599-1104
Website: https://www.rivertree.co/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $184.4M
Discretionary AUM: $183.8M
Non-discretionary AUM: $637K
Discretionary accounts: 334
Non-discretionary accounts: 8
Total accounts: 342
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	23	$153.8M
Individuals (other than high net worth individuals)	80	$30.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.