Cherry Tree Wealth Management, LLC
Cherry Tree Wealth Management, LLC is an SEC-registered wealth manager in Minnetonka, MN with $673.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Cherry Tree Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151406, SEC 801-70554, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $673.5M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Minnetonka, MN
- Employees
- 12
- Clients
- 334
- CRD
- 151406
- Ownership
- BORTNEM, JANE, MARIE; CHRISTIANSON, ANTON, JOSEPH; STOFER, GORDON, FAIRCHILD; O'CONNOR, KEVIN, JAMES; ADAM SMITH COMPANIES, LLC
How much AUM does Cherry Tree Wealth Management, LLC have?
Cherry Tree Wealth Management, LLC reported $673.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Cherry Tree Wealth Management, LLC?
Disclosed owners and executives of Cherry Tree Wealth Management, LLC include BORTNEM, JANE, MARIE, CHRISTIANSON, ANTON, JOSEPH, STOFER, GORDON, FAIRCHILD, O'CONNOR, KEVIN, JAMES, ADAM SMITH COMPANIES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.