Treehouse Wealth Advisors
Firm details
- Headquarters
- Walnut Creek, California
- CRD number
- 292016
- Registered since
- March 16, 2018
- Website
- www.garpc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.77%
- Individuals8.04%
- Pension & Profit Sharing Plans1.69%
- Charitable Organizations1.27%
- Corporations / Businesses1.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Treehouse Wealth Advisors is an independent SEC-registered RIA organized as an LLC and in business since 2018. The firm acts as a capital allocator for both individual/family and institutional clients, operating under a mix of percentage-of-AUM and fixed-fee billing. Its advisory services include financial planning, discretionary portfolio management for individuals and smaller businesses, portfolio management for institutions, pension consulting, and the selection of outside managers. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities29%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- Other1%
Contacts
3 of 7
Hallie Kraus
Private Wealth AdvisorCRD 6432713
Diane Bourdo
Private Wealth AdvisorCRD 2216637
Alexis Olian
Director of Financial PlanningCRD 6712308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$102M in ETFs
82%
$83.2M
18%
$18.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $13.5M | 17,985 | 13.23% |
Location
Walnut Creek, CA
Contra Costa
Location
Walnut Creek, CA
Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 1600 S Main St
- Time zone
- PT (UTC-8)
- Office locations
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