# Treehouse Wealth Advisors

Treehouse Wealth Advisors is a Multi Family Office based in Walnut Creek, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Walnut Creek, United States
- **Region:** North America
- **Address:** Walnut Creek, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** treehousewealth.com
- **LinkedIn:** https://www.linkedin.com/company/treehousewealth

## Regulatory record

- **CRD number:** 292016
- **SEC file number:** 801-112623
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292016

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Private Equity

## 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.

## Related profiles

- [Tredegar Corporation](https://altss.com/profile/tredegar-corporation)
- [Treeline Financial Planning](https://altss.com/profile/treeline-financial-planning)

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Last updated: 2026-07-06T01:24:27.442Z

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