CHERRY TREE WEALTH MANAGEMENT, LLC

301 Carlson Parkway
Suite 103
Minnetonka, Minnesota 55305
Tel: 952-893-9012

About CHERRY TREE WEALTH MANAGEMENT, LLC

CHERRY TREE WEALTH MANAGEMENT, LLC, formally registered with the SEC as CHERRY TREE WEALTH MANAGEMENT, LLC. The firm was established in 09/03/2009. They have over 1 offices throughout the country.

CHERRY TREE WEALTH MANAGEMENT, LLC is a Minnetonka, Minnesota based Financial Planning firm with nearly $553,928,006 assets under management, offering retirement planning & investment advisory services to 1029 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151406
SEC#	801-70554
Assets Managed by Firm	$553,928,006
No. of Clients	1029
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1029	$553,928,006
Individuals (other than high net worth individuals)	278	$313,156,193
High net worth individuals	20	$207,882,275
Pension and profit sharing plans	8	$23,085,174
Charitable organizations	32	$8,069,641

More Retirement Planning firms in Minnetonka, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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