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TREETOP WEALTH MANAGEMENT, LLC

CRD 155013 · SEC 801-121465

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ONE NORTHFIELD PLAZA, SUITE 106, NORTHFIELD, IL, 60093, United States

Phone

847-386-6707

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$210.0M

Discretionary AUM

$210.0M

Team

3 total employees; 3 advisory reps; 5 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Commissions

Org form

Limited Liability Company

Filing date

2026-01-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals50$70.0M
High net worth individuals50$140.0M

States served

IL

All web addresses on file

Official SEC filing: View on IAPD