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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Treetop Wealth Management LLC
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|---|---|
| CRD # | 155013 |
| SEC # | 801-121465 |
| CIK # | |
| AUM | $185.0 M (2025-01-08) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 847-386-6707 |
| Address | One Northfield Plaza Northfield, IL 60093 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 60.0 |
| (b) Individuals (high net worth individuals) | 50 | 125.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 360 | 185.0 |
| By Discretionary | ||
| Discretionary | 360 | 185.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 360 | 185.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.0 | |
| Total | 360 | 185.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Team Financial Group LLC
✚
|
CA | 0.2 |
|
Optimize Financial Inc
✚
|
CA | 0.2 |
|
Kenneth Frenke & Co Inc
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NC | 0.2 |
|
The Kieckhefer Group
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|
WI | 0.2 |
|
Kinetic Wealth Investment Advisors LLC
✚
|
OH | 0.2 |
|
Evansbrook LLC
✚
|
0.2 | |
|
Future Financial Wealth Management Group LLC
✚
|
OH | 0.2 |
|
Client First Investment Management LLC
✚
|
WI | 0.2 |
|
Sheridan Capital Management LLC
✚
|
CA | 0.2 |
|
Everest Wealth Management LLC
✚
|
KS | 0.2 |