Cherry Tree Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minnetonka, MN. Its latest Form ADV filing, dated March 27, 2026, reports $673M in regulatory assets under management, 12 employees, 1 office, and 1,101 accounts.
Assets Under Management
$673M
Employees
12
Offices
1 office
Total Clients
334
Primary office
MINNETONKA, MN
301 CARLSON PARKWAY, SUITE 103, MINNETONKA, MN, United States
Top client segmentIndividuals represent 79.6% of total clients.
Top client categories% of clientsClients
1
Individuals
79.6%
266
2
Charitable
9.9%
33
3
HNWI
8.1%
27
4
Pension Plans
2.1%
7
5
Government
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$673Mas of March 27, 2026
Discretionary95.5%
$643M
96% of total RAUM95.5%
Non-discretionary4.5%
$30M
4% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$673M
Total Accounts1,101
10Y AUM Change+$360M (+115.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee28:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.