CHERRY TREE WEALTH MANAGEMENT, LLC - Financial Advisor in Minnesota, Minnetonka

Tel: 952-893-9012 301 Carlson Parkway Suite 103 Minnetonka, Minnesota 55305

About CHERRY TREE WEALTH MANAGEMENT, LLC

CHERRY TREE WEALTH MANAGEMENT, LLC is a Minnetonka, Minnesota based financial advisory firm with nearly $553,928,006 in assets under management and provides investment advisory services for 1029 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

151406

Firm SEC#:

801-70554

Assets Under Management:

$553,928,006

No. of Clients:

1029

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM

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