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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-14-2024
- Office Locations
- 3
Office Locations
About Rivertree Wealth
Rivertree Wealth is a state-registered, fee-based retirement planning firm serving clients nationwide, focused on households age 50+ within five years of retirement. The team delivers ongoing comprehensive wealth management—investment management plus tax, income, Social Security, and estate planning—aimed at thoughtful investing and reducing lifetime taxes. Operates as a fiduciary with no product commissions; client assets are custodied at Schwab or Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Owner & Executives
Jacob Ivan Duke
Chief Compliance Officer
- CRD
- #7141860
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Sean Mark Hilliard
--
- CRD
- #6788400
JUSTIN MICHAEL HOBBS
--
- CRD
- #6450226
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,107,874 | $213,276 |
| Non-Discretionary | $0 | -- |
| Total | $143,107,874 | $213,276 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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