TREEHOUSE WEALTH ADVISORS
Tel: 415-887-1416 1600 S Main St. Suite 195 Walnut Creek, California 94596
About TREEHOUSE WEALTH ADVISORS
TREEHOUSE WEALTH ADVISORS is a Walnut Creek, California based financial advisory firm with nearly $184,763,145 in assets under management and provides investment advisory services for 339 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
292016
Firm SEC#:
801-112623
Assets Under Management:
$184,763,145
No. of Clients:
339
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (ADVISORY CONSULTING)
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