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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cherry Tree Wealth Management LLC
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|---|---|
| CRD # | 151406 |
| SEC # | 801-70554 |
| CIK # | 0001985414 |
| AUM | $593.3 M (2025-03-28) |
| Employees | 12 (75% Investors, 25% Brokers) |
| Phone | 952-893-9012 |
| Address | 301 Carlson Parkway Minnetonka, MN 55305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Titan Machinery Inc | 4.8 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Adam Smith Fund LLC | 2012-01-20 | 22.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 228.0 |
| (b) Individuals (high net worth individuals) | 23 | 331.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 26.2 |
| (h) Charitable organizations | 31 | 5.9 |
| (i) State or municipal government entities | 1 | 1.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,042 | 593.3 |
| By Discretionary | ||
| Discretionary | 1,035 | 567.1 |
| Non-Discretionary | 7 | 26.2 |
| Total | 1,042 | 593.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 589.5 | |
| Total | 1,042 | 593.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001985414] |
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|---|---|---|
|
Essex Investment Management Company LLC
✚
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MA | 0.6 |
|
Towle & Co
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CO | 0.6 |
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van Biema Value Partners LLC
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NY | 0.6 |
|
Frontier Global Partners LLC
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CA | 0.6 |
|
Hourglass Capital LLC
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TX | 0.6 |
|
JW Coons Advisors LLC
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OH | 0.6 |
|
Powell Investment Advisors LLC
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FL | 0.6 |
|
Aztlan Equity Management LLC
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|
0.6 | |
|
AR Asset Management Inc
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|
CA | 0.6 |
|
Forefront Analytics LLC
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PA | 0.6 |