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TREETOP WEALTH MANAGEMENT, LLC
NORTHFIELD, IL
847-386-6707
SEC #801-71824Total AUM
$17M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE NORTHFIELD PLAZA
SUITE 106
NORTHFIELD
IL 60093
United States
SUITE 106
NORTHFIELD
IL 60093
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
847-386-6707
Financials
Total AUM
$17M
Accounts
45Discretionary
$17M
Accounts
45Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
IL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.