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CHERRY TREE WEALTH MANAGEMENT, LLC
CRD 151406 · SEC 801-70554
301 CARLSON PARKWAY, SUITE 103, MINNETONKA, MN, 55305, United States
Phone
952-893-9012
Fax
952-893-9036
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$673.5M
Discretionary AUM
$643.2M
Team
12 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 266 | $369.8M |
| High net worth individuals | 27 | $264.5M |
| Pension/profit sharing plans | 7 | $30.3M |
| Charitable organizations | 33 | $6.8M |
| State/municipal entities | 1 | $2.1M |
States served
AZ, CA, MI, MN, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD