GIVING TREE WEALTH ADVISORS
SEC Form ADV profile.
Total regulatory AUM
$137,997,072
Discretionary
$137,997,072
Non-discretionary
$0
Firm details
- CRD number
- 312361
- SEC file number
- 801-137000
- Main office
- SAN RAMON, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- http://www.givingtreewealth.com
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.