| Entity Name: | RIVERTREE ADVISORS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
RIVERTREE ADVISORS, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations. |
| Status: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 10 Jan 2013 (12 years ago) |
| Document Number: | L13000005072 |
| FEI/EIN Number |
46-2310212
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 941 West Morse Boulevard, Suite 100, Winter Park, FL, 32789, US |
| Mail Address: | 941 West Morse Boulevard, Suite 100, Winter Park, FL, 32789, US |
| ZIP code: | 32789 |
| County: | Orange |
| Place of Formation: | FLORIDA |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | RIVERTREE ADVISORS, LLC, COLORADO | 20131370897 | COLORADO |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1872501 | 941 WEST MORSE BOULEVARD, SUITE 100, WINTER PARK, FL, 32789 | 941 WEST MORSE BOULEVARD, SUITE 100, WINTER PARK, FL, 32789 | 407- 599-1104 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2024-10-22 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-23
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2024-07-23 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-16
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2024-04-16 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-25
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2024-01-25 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-13
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2023-10-13 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-08
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2023-08-08 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-15
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2023-05-15 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-03
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2023-02-03 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-14
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2022-10-14 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-12
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2022-08-12 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-25
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2022-04-25 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-18
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2022-01-18 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-28
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2021-10-28 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-10
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2021-08-10 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-08-10
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2021-08-10 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-08-10
| Form type | 13F-HR |
| File number | 028-21315 |
| Filing date | 2021-08-10 |
| Reporting date | 2020-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAKES SENSE 401K | 2021 | 462310212 | 2022-07-26 | RIVERTREE ADVISORS | 3 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 813799174 |
| Plan administrator’s name | FIDUCIARY WISE, LLC |
| Plan administrator’s address | 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295 |
| Administrator’s telephone number | 4808554017 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-26 |
| Name of individual signing | KRISTI DALLEY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 334 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4075991104 |
| Plan sponsor’s address | 941 WEST MORSE BOULEVARD, SUITE 100, WINTER PARK, FL, 32789 |
Plan administrator’s name and address
| Administrator’s EIN | 813799174 |
| Plan administrator’s name | FIDUCIARY WISE, LLC |
| Plan administrator’s address | 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295 |
| Administrator’s telephone number | 4808554017 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-19 |
| Name of individual signing | KRISTI DALLEY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 334 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4075991104 |
| Plan sponsor’s address | 941 WEST MORSE BOULEVARD, SUITE 100, WINTER PARK, FL, 32789 |
Plan administrator’s name and address
| Administrator’s EIN | 813799174 |
| Plan administrator’s name | FIDUCIARY WISE, LLC |
| Plan administrator’s address | 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295 |
| Administrator’s telephone number | 4808554017 |
Signature of
| Role | Plan administrator |
| Date | 2020-07-08 |
| Name of individual signing | KRISTI DALLEY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 334 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4075991104 |
| Plan sponsor’s address | 941 WEST MORSE BOULEVARD, SUITE 100, WINTER PARK, FL, 32789 |
Plan administrator’s name and address
| Administrator’s EIN | 813799174 |
| Plan administrator’s name | FIDUCIARY WISE, LLC |
| Plan administrator’s address | 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295 |
| Administrator’s telephone number | 4808554017 |
Signature of
| Role | Plan administrator |
| Date | 2019-05-20 |
| Name of individual signing | KRISTI DALLEY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 334 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4075991104 |
| Plan sponsor’s address | 941 WEST MORSE BOULEVARD, SUITE 100, WINTER PARK, FL, 32789 |
Plan administrator’s name and address
| Administrator’s EIN | 813799174 |
| Plan administrator’s name | FIDUCIARY WISE, LLC |
| Plan administrator’s address | 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295 |
| Administrator’s telephone number | 4808554017 |
Signature of
| Role | Plan administrator |
| Date | 2018-07-23 |
| Name of individual signing | T R BICK |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| RICH THEODORE S | Managing Member | 941 West Morse Boulevard, Winter Park, FL, 32789 |
| RICH THEODORE S | Agent | 941 West Morse Boulevard, Winter Park, FL, 32789 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2015-01-07 | 941 West Morse Boulevard, Suite 100, Winter Park, FL 32789 | - |
| CHANGE OF MAILING ADDRESS | 2015-01-07 | 941 West Morse Boulevard, Suite 100, Winter Park, FL 32789 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2015-01-07 | 941 West Morse Boulevard, Suite 100, Winter Park, FL 32789 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-31 |
| ANNUAL REPORT | 2023-01-26 |
| ANNUAL REPORT | 2022-01-28 |
| ANNUAL REPORT | 2021-01-15 |
| ANNUAL REPORT | 2020-01-17 |
| ANNUAL REPORT | 2019-01-28 |
| ANNUAL REPORT | 2018-01-15 |
| ANNUAL REPORT | 2017-01-10 |
| ANNUAL REPORT | 2016-03-08 |
| ANNUAL REPORT | 2015-01-07 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1373517710 | 2020-05-01 | 0491 | PPP | 941 W MORSE BLVD STE 100, WINTER PARK, FL, 32789 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 01 Apr 2025
Sources: Florida Department of State
