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| Treetop Wealth Management LLC
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| |
|---|---|
| CRD # | 155013 |
| SEC # | 801-121465 |
| CIK # | |
| AUM | $160.0 MM (2024-01-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 847-386-6707 |
| Address | One Northfield Plaza Northfield, IL 60093 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 50.0 |
| (b) Individuals (high net worth individuals) | 50 | 110.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 350 | 160.0 |
| By Discretionary | ||
| Discretionary | 350 | 160.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 350 | 160.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.0 | |
| Total | 350 | 160.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Flagship Capital Management Inc
✚
|
PA | 0.2 |
|
Bradley & Company Private Wealth Management LLC
✚
|
FL | 0.2 |
|
Frazier Financial Consultants LLC
✚
|
NC | 0.2 |
|
Sterling Manor Financial LLC
✚
|
NY | 0.2 |
|
Chesapeake Investment Management LLC
✚
|
VA | 0.2 |
|
Evansbrook LLC
✚
|
IL | 0.2 |
|
Intrinsic Value Partners LLC
✚
|
AZ | 0.2 |
|
Amara Financial LLC
✚
|
CA | 0.2 |
|
Tandem Investment Partners LLC
✚
|
NJ | 0.2 |
|
Guerra Pan Advisors LLC
✚
|
NJ | 0.2 |