NORTHFIELD, ILCRD 155013Latest ADV January 13, 2026
Treetop Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northfield, IL. Its latest Form ADV filing, dated January 13, 2026, reports $210M in regulatory assets under management, 3 employees, and 350 accounts.
Assets Under Management
$210M
Employees
3
Offices
--
Total Clients
100
Primary office
NORTHFIELD, IL
ONE NORTHFIELD PLAZA, SUITE 106, NORTHFIELD, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
50
2
HNWI
50.0%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of January 13, 2026
Discretionary100.0%
$210M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$210M
Total Accounts350
10Y AUM Change+$60M (+40.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee33:1
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.