← Back to searchVisit website
TREEHOUSE WEALTH ADVISORS
GARRISON POINT ADVISORS, LLC
CRD 292016 · SEC 801-112623
1600 S MAIN ST., SUITE 195, WALNUT CREEK, CA, 94596, United States
Phone
415-887-1416
Fax
415-887-1416
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$597.1M
Discretionary AUM
$581.1M
Team
10 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $48.0M |
| High net worth individuals | 133 | $524.1M |
| Pension/profit sharing plans | 1 | $10.1M |
| Charitable organizations | 19 | $7.6M |
| Corporations/business entities | 3 | $7.4M |
States served
CA, MD, NM, NY, OR, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD