Theodore Rich
Rivertree Advisors · Winter Park, Florida
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.
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Facts
| Firm | Rivertree Advisors |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $184.4M across 342 accounts |
| SEC registration | Investment adviser representative in CO, FL, TX · CRD 2592493 |
| Exams passed | Series 63 (1995) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.rivertree.co |
How Theodore's firm compares
- Rivertree Advisors's average account is about $539,000, from its Form ADV (assets managed divided by 342 accounts).
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Questions about Theodore
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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