Treetop Wealth Management, LLC
Treetop Wealth Management, LLC is an SEC-registered wealth manager in Northfield, IL with $210.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Treetop Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155013, SEC 801-121465, data through 2026-01-13.
- AUM (assets under management / regulatory AUM)
- $210.0M (2026-01-13)
- Firm type
- Wealth Manager
- Location
- Northfield, IL
- Employees
- 3
- Clients
- 100
- CRD
- 155013
- Ownership
- YEOMAN, KEVIN, MICHAEL; PEDLEY, DAVID, JOHN; NORD, PATRICK, RYAN; KENNY, KATHLEEN, MARNELL
How much AUM does Treetop Wealth Management, LLC have?
Treetop Wealth Management, LLC reported $210.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-13).
Who owns Treetop Wealth Management, LLC?
Disclosed owners and executives of Treetop Wealth Management, LLC include YEOMAN, KEVIN, MICHAEL, PEDLEY, DAVID, JOHN, NORD, PATRICK, RYAN, KENNY, KATHLEEN, MARNELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.