Treetop Wealth Management, LLC

Treetop Wealth Management, LLC (CRD# 155013) is a financial advisory firm headquartered in Northfield, IL. They manage $160,000,000 in 350 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
One Northfield Plaza, Suite 106, Northfield, IL 60093
https://www.treetopwm.com
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $457,143
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Treetop Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Patrick Nord, financial advisor Northfield IL
Patrick R. Nord
CRD#: 2887913
One Northfield Plaza, Suite 106, Northfield, IL 60093

Patrick Nord (CRD# 2887913) is an Investment Advisor Representative working at Treetop Wealth Management, LLC in Northfield, IL and has over 26 years of experience in the finance industry.

2
David Pedley, financial advisor Northfield IL
David J. Pedley
CRD#: 3068557
One Northfield Plaza, Suite 106, Northfield, IL 60093

David Pedley (CRD# 3068557) is an Investment Advisor Representative working at Treetop Wealth Management, LLC in Northfield, IL and has over 25 years of experience in the finance industry.

3
Kevin Yeoman, financial advisor Northfield IL
Kevin M. Yeoman
CRD#: 2636473
One Northfield Plaza, Suite 106, Northfield, IL 60093

Kevin Yeoman (CRD# 2636473) is an Investment Advisor Representative working at Treetop Wealth Management, LLC in Northfield, IL and has over 23 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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