TRUSTTREE FINANCIAL LLC

Overview

Trusttree Financial LLC is an independent registered investment adviser organized as a limited liability company that focuses on serving individuals and families. The firm combines financial planning and portfolio management for individual clients and small businesses with insurance brokerage services, offering fee arrangements that include a percentage of assets under management, hourly work, and fixed-fee engagements. Filings show a clear tilt toward public equity exposure—particularly exchange-traded instruments—suggesting a core investment posture built around liquid, listed markets rather than acting as a capital allocator into private fund strategies. The adviser does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices