Treehouse Wealth Advisors
Treehouse Wealth Advisors (CRD# 292016) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $184,763,145 in 339 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management185MILLION
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Total Number of Accounts339ACCOUNTS
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Average Account Value$545,024
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CT, HI, MD, NM, NY, OR, TX, UT
Stacey Liu (CRD# 6061818) is an Investment Advisor Representative working at Treehouse Wealth Advisors in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Andrew Skinner (CRD# 4243917) is an Investment Advisor Representative working at Treehouse Wealth Advisors in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Frances Bird (CRD# 6764516) is an Investment Advisor Representative working at Treehouse Wealth Advisors in Park City, UT and has over 4 years of experience in the finance industry.