Treehouse Wealth Advisors
Treehouse Wealth Advisors is an SEC-registered wealth manager in Walnut Creek, CA with $597.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Treehouse Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292016, SEC 801-112623, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $597.1M (2026-04-27)
- Firm type
- Wealth Manager
- Location
- Walnut Creek, CA
- Employees
- 10
- Clients
- 290
- CRD
- 292016
- Ownership
- THE JULIE AND JAMES MEISSNER LIVING TRUST; MEISSNER, JULIE, THERESE; LI, ANDY; GARRISON POINT HOLDINGS, LP; THE MINER IRREVOCABLE TRUST
How much AUM does Treehouse Wealth Advisors have?
Treehouse Wealth Advisors reported $597.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Treehouse Wealth Advisors?
Disclosed owners and executives of Treehouse Wealth Advisors include THE JULIE AND JAMES MEISSNER LIVING TRUST, MEISSNER, JULIE, THERESE, LI, ANDY, GARRISON POINT HOLDINGS, LP, THE MINER IRREVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.