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 registered investment adviser organized as an LLC and operating since 2018. The firm serves both individual and family clients as well as institutional investors and functions as a capital allocator that outsources portions of its strategy to third‑party managers. Its fee model combines percentage‑of‑AUM and fixed‑fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of other advisers. The firm is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 7HALLIE 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 73Active vs passive
$81.2M in ETFs
91%
$73.7M
9%
$7.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $11M | 16,825 | 13.53% |
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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