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⚲
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| Cherry Tree Wealth Management LLC
✚
| |
|---|---|
| CRD # | 151406 |
| SEC # | 801-70554 |
| CIK # | 0001985414 |
| AUM | $553.9 MM (2024-07-31) |
| Employees | 11 (73% Investors, 27% Brokers) |
| Phone | 952-893-9012 |
| Address | 301 Carlson Parkway Minnetonka, MN 55305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TITN | 540.5 | 3.8 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Adam Smith Fund LLC | 2012-01-20 | 22.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 313.2 |
| (b) Individuals (high net worth individuals) | 20 | 207.9 |
| (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 | 8 | 23.1 |
| (h) Charitable organizations | 32 | 8.1 |
| (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 | 1,029 | 553.9 |
| By Discretionary | ||
| Discretionary | 1,021 | 530.8 |
| Non-Discretionary | 8 | 23.1 |
| Total | 1,029 | 553.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 553.9 | |
| Total | 1,029 | 553.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001985414] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
3D/L Capital Management LLC
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|
CT | 0.6 |
|
Kelleher Financial Advisors LLC
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|
NY | 0.6 |
|
Solstein Capital LLC
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CA | 0.6 |
|
Element Wealth LLC
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|
MS | 0.5 |
|
Waycross Partners LLC
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|
KY | 0.5 |
|
Great Point Wealth Advisors LLC
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|
MA | 0.5 |
|
12th Street Asset Management LLC
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|
TN | 0.5 |
|
Reservoir Operations LP
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|
NY | 0.5 |
|
Hourglass Capital LLC
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|
TX | 0.5 |
|
JW Coons Advisors LLC
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|
OH | 0.5 |