# Rovia Tree Financial LLC

> Rovia Tree Financial LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 305759
- Filed as: ROVIA TREE FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305759
- AdvisorCensus page: https://advisorcensus.com/firm/rovia-tree-financial-llc-305759

## Quick answers

**How is Rovia Tree Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rovia Tree Financial LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Rovia Tree Financial LLC registered with the SEC or a state?**
Rovia Tree Financial LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305759.

**How much does Rovia Tree Financial LLC manage?**
Rovia Tree Financial LLC reports $0 in regulatory assets under management in its Form ADV filing dated May 18, 2026.

**Does Rovia Tree Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305759

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rovia Tree Financial LLC (CRD 305759): Form ADV filing data as of October 2026.