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| Cherry Tree Wealth Management LLC
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|---|---|
| CRD # | 151406 |
| SEC # | 801-70554 |
| CIK # | 0001985414 |
| AUM | 673.5 M (2026-03-27) |
| 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 ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Adam Smith Fund LLC | 2012-01-20 | 22.5 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 266 | 369.8 |
| (b) Individuals (high net worth individuals) | 27 | 264.5 |
| (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 | 30.3 |
| (h) Charitable organizations | 33 | 6.8 |
| (i) State or municipal government entities | 1 | 2.1 |
| (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 | 1,101 | 673.5 |
| By Discretionary | ||
| Discretionary | 1,094 | 643.2 |
| Non-Discretionary | 7 | 30.3 |
| Total | 1,101 | 673.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.6 | |
| United States Persons | 668.9 | |
| Total | 1,101 | 673.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001985414] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
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