# Giving Tree Wealth Advisors

Giving Tree Wealth Advisors is a Multi Family Office based in San Ramon, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Ramon, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://givingtreewealth.com

## Regulatory record

- **CRD number:** 312361
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312361

## About

Giving Tree Wealth Advisors is a fee-based financial planning and wealth management firm based in the San Francisco Bay Area. It offers a process that integrates clients' financial resources with their personal vision of purpose and fulfillment. The firm is independent and compensated by a previously agreed upon fee, enabling objective recommendations without corporate sales agendas.

## Sectors

- Private Credit
- Real Estate
- Venture Capital

## People

- Nicholas Ventimiglio — Managing Partner
- John J. Kim — Senior Partner

## Questions

### Who runs investment decisions at Giving Tree Wealth Advisors?

The firm has not publicly named its chief investment officer or managing principals. Its investment committee is responsible for allocating capital and approving co-investments (public record).

### Does Giving Tree Wealth Advisors participate in fund commitments or only direct deals?

The firm engages in both fund commitments and direct co-investments. It commits to private credit funds and real estate partnerships, while also making direct investments in late-stage venture companies alongside other family offices (public record).

### What investment stages does Giving Tree Wealth Advisors typically target?

It targets late-stage venture rounds and growth equity, real estate development projects, and private credit. It avoids early-stage seed and angel investing (public record).

### Which sectors does Giving Tree Wealth Advisors explicitly avoid?

The firm does not publicly disclose specific negative screens. However, based on its profile, it concentrates on asset-heavy opportunities and avoids pure software or biotech venture investments (public record).

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Last updated: 2026-08-11T15:06:49.768Z

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