# Green Tree Wealth

Green Tree Wealth is an Asset Manager based in Bend.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Bend
- **Assets under management:** Undisclosed
- **Website:** https://greentreewealth.com

## Regulatory record

- **CRD number:** 331662
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331662

## About

Green Tree Wealth is an independent financial planning firm in Bend, Oregon. It offers complete strategies for financial planning, including income, taxes, Medicare, Social Security, and legacy planning. The firm provides financial and insurance solutions in the Pacific Northwest and focuses on helping clients with retirement through education, coaching, and personalized plans.

## People

- Jacob Green — Founder & President

## Related profiles

- [Infinity Credit Advisory](https://altss.com/profile/infinity-credit-advisory-llc)
- [Make the Memory Financial Planning](https://altss.com/profile/make-the-memory-financial-planning)

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Last updated: 2026-08-11T15:06:57.816Z

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