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Building 2TREEHOUSE WEALTH ADVISORS

Map pinWALNUT CREEK, CA
Phone415-887-1416
NotebookSEC #801-112623
Total AUM
$597.1M
Employees
10
Clients
290

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 S MAIN ST.
SUITE 195
WALNUT CREEK
CA 94596
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
415-887-1416
Other Offices
1

ReceiptFinancials

Total AUM
$597.1M
Accounts
761
Discretionary
$581.1M
Accounts
709
Non-Discretionary
$16M
Accounts
52

ContactClients

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Individual Clients
134
AUM
$48M
HNW Individual Clients
133
AUM
$524.1M
Pension/Profit Sharing Plan Clients
1
AUM
$10.1M
Charitable Organization Clients
19
AUM
$7.6M
Corporation or Business Clients
3
AUM
$7.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHINMNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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