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Treehouse Wealth Advisors
Treehouse Wealth Advisors is an SEC-registered investment adviser in Walnut Creek, CA, registered since 2018. The firm manages $597 million in assets, $581...
Overview
Treehouse Wealth Advisors is an SEC-registered investment adviser in Walnut Creek, CA, registered since 2018. The firm manages $597 million in assets, $581 million on a discretionary basis. It has 10 employees and 5 investment advisers. TREEHOUSE WEALTH ADVISORS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-04-27, it reported 10 employees; 761 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Multi Family Office
Year founded
2018
Location
Region
North America
Country
United States
City
Walnut Creek
Corporate office
Walnut Creek, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Treehouse Wealth Advisors?
Specific principals are not publicly disclosed in available records. As an independent RIA, the firm operates with an investment committee structure that manages manager selection, portfolio construction, and ongoing due diligence. The committee-based model is standard among planning-oriented multi-family offices of this profile.
How does Treehouse Wealth Advisors source its alternative investment opportunities?
The firm sources alternatives primarily through fund commitments and external manager selection rather than direct company investments. As an independent RIA serving multi-generational families, its investment committee evaluates private equity, hedge fund, and real estate managers across a broad universe, without the constraints of a captive product platform tied to a single financial institution.
How is Treehouse's planning service differentiated from a traditional private bank?
Treehouse combines fiduciary RIA investment management with in-house tax strategy, estate planning, and concentrated-stock management — services that at a private bank are often siloed across departments or driven by proprietary product incentives. Independence from any single institution allows manager selection to be guided by client fit rather than platform economics.
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