Shaun Douglas Mize

Employer firm

Rivertree Wealth CRD 329595

$143M regulatory AUM 165 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 12/2023
  United States Air Force
  Us Air Force Academy, Travis Afb, Robins Afb, CO
• 11/2023 → 07/2026
  Brighton Jones
  Scottsdale, AZ
• 07/2026 → Present
  Rivertree Wealth
  Gilbert, AZ

Previous Registrations

• 2024-01-26 → 2026-07-27
  Brighton Jones Llc
  Scottsdale, AZ
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-26

Designations

• Certified Financial Planner

Other Names

• Shaun Mize