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TREETOP WEALTH MANAGEMENT, LLC
One Northfield Plaza
Suite 106
Northfield, Illinois 60093
Tel: 847-386-6707
About TREETOP WEALTH MANAGEMENT, LLC
TREETOP WEALTH MANAGEMENT, LLC, formally registered with the SEC as TREETOP WEALTH MANAGEMENT, LLC. The firm was established in 06/10/2021. They have over 1 offices throughout the country.
TREETOP WEALTH MANAGEMENT, LLC is a Northfield, Illinois based Financial Planning firm with nearly $185,000,000 assets under management, offering retirement planning & investment advisory services to 360 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155013 |
| SEC# | 801-121465 |
| Assets Managed by Firm | $185,000,000 |
| No. of Clients | 360 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 360 | $185,000,000 |
| Individuals (other than high net worth individuals) | 50 | $60,000,000 |
| High net worth individuals | 50 | $125,000,000 |
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