Treehouse Wealth Advisors

Treehouse Wealth Advisors (CRD# 292016) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $184,763,145 in 339 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1600 S Main St., Suite 195, Walnut Creek, CA 94596
https://treehousewealth.com
By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    339
    ACCOUNTS
  • Average Account Value
    $545,024
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, HI, MD, NM, NY, OR, TX, UT

Financial Advisors at Treehouse Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Stacey Liu, financial advisor Walnut Creek CA
Stacey C. Liu
CRD#: 6061818
1600 S Main St., Suite 195, Walnut Creek, CA 94596

Stacey Liu (CRD# 6061818) is an Investment Advisor Representative working at Treehouse Wealth Advisors in Walnut Creek, CA and has over 9 years of experience in the finance industry.

2
Andrew Skinner, financial advisor Walnut Creek CA
Andrew G. Skinner
CRD#: 4243917
1600 S Main St., Suite 195, Walnut Creek, CA 94596

Andrew Skinner (CRD# 4243917) is an Investment Advisor Representative working at Treehouse Wealth Advisors in Walnut Creek, CA and has over 23 years of experience in the finance industry.

3
Frances Bird, financial advisor Park City UT
Frances S. Bird
CRD#: 6764516
Park City, UT

Frances Bird (CRD# 6764516) is an Investment Advisor Representative working at Treehouse Wealth Advisors in Park City, UT and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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