# Theodore Rich

> Theodore Rich is a fee-only financial advisor at Rivertree Advisors in Winter Park, Florida. Rivertree Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/theodore-rich/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Rivertree Advisors
- **Based in:** Winter Park, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $184.4M across 342 accounts
- **CRD:** 2592493 (https://adviserinfo.sec.gov/individual/summary/2592493)
- **SEC registration:** Investment adviser representative in CO, FL, TX
- **Exams passed:** Series 63 (1995), Series 65 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.rivertree.co/

## Frequently asked questions

### Is Theodore Rich a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and Rivertree Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Theodore charge for financial advice?

Theodore's firm, Rivertree Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Theodore Rich based?

Theodore Rich is based in Winter Park, Florida.

### Is Theodore Rich registered with the SEC?

Yes. Theodore Rich is registered as an investment adviser representative in CO, FL and TX (CRD 2592493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rivertree Advisors manage?

Rivertree Advisors reports $184.4M across 342 accounts in assets under management.

### How do I contact Theodore Rich?

Through Theodore's website, www.rivertree.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2592493): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.