River Tree Wealth Management

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

7700 Rivers Edge Dr Ste 200, Columbus, O...

Phone Number

(614) 279-8267

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About River Tree Wealth Management

River Tree Wealth Management is a financial services firm based in Columbus, OH. They specialize in providing wealth management and financial planning services to individuals and families. Their intended clients include those seeking personalized investment strategies and comprehensive financial advice. The firm aims to help clients achieve their financial goals through tailored solutions and expert guidance.Explore more
River Tree Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

River Tree Wealth Management Org Chart

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AP
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Manager, Insurance Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

River Tree Wealth Managem...

<$5M
11-50
Private
-
-
AP
Alexis PeaceManager, Insurance Operations
$18.6M
11-50
Private
-
2020
JK
Jonathan KristDirector, Financial Planning
<$5M
11-50
Private
-
2022
DH
Dana HobbsDirector, Business
<$5M
11-50
Private
-
-
Jessica Ponder, Chief Operating Officer at Patterson Andrews Wealth Management
Jessica PonderChief Operating Officer
<$5M
11-50
Private
-
-
BF
Brandon FisherCo-Founder & Wealth Management Advisor
<$5M
1-10
Private
-
2022
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River Tree Wealth Management Tech Stack

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Frequently Asked Questions Regarding River Tree Wealth Management

What is River Tree Wealth Management's official website?
River Tree Wealth Management's official website is www.rivertree-wealth.com
What is River Tree Wealth Management's Revenue?
River Tree Wealth Management's revenue is <$5 Million
What is River Tree Wealth Management's SIC code?
River Tree Wealth Management's SIC: 62,628
What is River Tree Wealth Management's NAICS code?
River Tree Wealth Management's NAICS: 52,523
How many employees does River Tree Wealth Management have?
River Tree Wealth Management has 11-50 employees
What industry does River Tree Wealth Management belong to?
River Tree Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is River Tree Wealth Management competition?
River Tree Wealth Management top competitors include: Patterson Andrews Wealth Management, Wealth Coast, Prazak Gandre Wealth Advisors, The Anderson Financial Group
What technology does River Tree Wealth Management use?
Some of the popular technologies that River Tree Wealth Management uses are: Cloudflare Security, Amazon CloudFront, Amazon S3
How do I contact River Tree Wealth Management?
River Tree Wealth Management contact info: Phone number: (614) 279-8267 Website: www.rivertree-wealth.com
What does River Tree Wealth Management do?

River Tree Wealth Management is a financial services firm based in Columbus, OH. They specialize in providing wealth management and financial planning services to individuals and families. Their intended clients include those seeking personalized investment strategies and comprehensive financial advice. The firm aims to help clients achieve their f... inancial goals through tailored solutions and expert guidance.Read More

What are River Tree Wealth Management social media links?
River Tree Wealth Management Linkedin page River Tree Wealth Management Facebook page
Is River Tree Wealth Management a public company?
River Tree Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about River Tree Wealth Management

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