CHERRY TREE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$673,466,155
Discretionary
$643,213,185
Non-discretionary
$30,252,970
Firm details
- CRD number
- 151406
- SEC file number
- 801-70554
- Main office
- MINNETONKA, MN, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.