TREETOP WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$210,000,000
Discretionary
$210,000,000
Non-discretionary
$0
Firm details
- CRD number
- 155013
- SEC file number
- 801-121465
- Main office
- NORTHFIELD, IL, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://WWW.TREETOPWM.COM
- Fee structure
-
Percentage of AUM Commissions
As of November 2026.