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CCO, Member · Rivertree Wealth

Jacob I. Duke

CRD 7141860 · Named on Form ADV at one SEC-registered adviser

At a glance

Rivertree Wealth, an SEC-registered wealth manager based in Little Rock, AR with $143 million in regulatory assets, lists Jacob I. Duke on its Form ADV as CCO, Member, a control person.

Firms and roles

  • Rivertree WealthCCO, MemberWealth manager · Little Rock, AR · $143M in regulatory assets

AtlasMembers

Jacob’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.